Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding U.S. Treasury Notes 4.125% 9/30/2027 in their Schedule of Assets, totaling $291K 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 | INTERNATIONAL LONGSHORE AND WAREHOUSE UNION LOCAL 142 PENSION PLAN FOR OFFICERS AND STAFF OF ILWU LOCAL 142 | HONOLULU HI | 59 | $43.4M | $291K |