Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding U.S. treasury notes in their Schedule of Assets, totaling $4.3B in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC PARAMETRIC DEFENSIVE EQUITY FUND LLC | MINNEAPOLIS MN | — | $5.3B | $1.5B |
| 2 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2028 | JERSEY CITY NJ | — | $1.7B | $757.3M |
| 3 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2025 |
JERSEY CITY NJ |
| — |
| $1.7B |
| $673.7M |
| 4 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2027 | JERSEY CITY NJ | — | $1.7B | $624.1M |
| 5 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2026 | JERSEY CITY NJ | — | $1.7B | $552.5M |
| 6 | BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUND SOUTHERN ELECTRICAL RETIREMENT FUND | GOODLETTSVILLE TN | 13,044 | $2.2B | $113.0M |
| 7 | BOARD OF TRUSTEES OF U.A. LOCAL 38 TRUST FUNDS U. A. LOCAL 38 DEFINED BENEFIT PENSION PLAN | SAN FRANCISCO CA | 1,419 | $512.0M | $54.1M |
| 8 | IRONWORKERS NATIONAL PENSION PLAN BOARD OF TRUSTEES IRONWORKERS NATIONAL PENSION PLAN | OAKBROOK IL | 2,852 | $503.2M | $14.3M |
| 9 | BRD OF TRUSTEES OF THE UBC HEALTHCARE TRUST FUND UBC HEALTHCARE TRUST FUND | GOODLETTSVILLE TN | 962 | $62.8M | $13.4M |
| 10 | ONCOLOGY ASSOCIATES OF OREGON, P.C. ONCOLOGY ASSOCIATES OF OREGON, P. C. CASH BALANCE PLAN | EUGENE OR | 131 | $14.3M | $3.3M |
