Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding U.S. Treasury Notes 12/31/27 3.875% in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NATIONAL ASBESTOS WORKERS MEDICAL FUND FUND BOARD OF TRUSTEES NATIONAL ASBESTOS WORKERS MEDICAL FUND | PEMBROKE PINES FL | 2,968 | $68.8M | $1.0M |
| 2 | BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECA SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN | PASADENA CA | 8,896 | $1.5B | $101K |