Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding U.S. Treasury Note in their Schedule of Assets, totaling $1.3B in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VERIZON COMMUNICATIONS INC. VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES | BASKING RIDGE NJ | 63,563 | $29.4B | $589.9M |
| 2 | VERIZON COMMUNICATIONS INC. VERIZON SAVINGS & SECURITY PLAN FOR NEW YORK AND NEW ENGLAND ASSOCIATES | BASKING RIDGE NJ | 12,203 | $5.8B | $114.5M |
| 3 | BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUND |
NEW YORK NY |
| 22,180 |
| $2.4B |
| $111.3M |
| 4 | DEERE & COMPANY JOHN DEERE SAVINGS AND INVESTMENT PLAN | MOLINE IL | 17,840 | $11.0B | $93.4M |
| 5 | VERIZON COMMUNICATIONS INC. VERIZON SAVINGS SECURITY PLAN FOR MID-ATLANTIC ASSOCIATES | BASKING RIDGE NJ | 11,674 | $3.4B | $68.1M |
| 6 | WHEATLAND TUBE, LLC JOHN MANEELY COMPANY PENSION PLAN | CHICAGO IL | 240 | $153.6M | $51.1M |
| 7 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $38.2M |
| 8 | KOCH COMPANIES, LLC KOCH COMPANIES DEFINED BENEFIT MASTER TRUST | WICHITA KS | — | $6.1B | $35.6M |
| 9 | TRUSTEES OF LOCAL 153- GHI PENSION PLAN LOCAL 153-GHI PENSION PLAN | NEW YORK NY | 117 | $237.4M | $29.5M |
| 10 | LOCAL 445 PENSION FUND PENSION FUND LOCAL 445 | ROCK TAVERN NY | 398 | $143.2M | $26.4M |
