Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding UNITED STATES OF AMER TREAS BONDS 2.0% 08-15-2051 in their Schedule of Assets, totaling $155.5M 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 | EXXON MOBIL CORPORATION EXXONMOBIL PENSION PLAN | SPRING TX | 22,227 | $12.1B | $108.3M |
| 2 | UNITED SERVICES AUTOMOBILE ASSOCIATION USAA PENSION PLAN | SAN ANTONIO TX | 30,326 | $4.6B | $28.5M |
| 3 | CALIFORNIA PHYSICIANS SERVICE DBA BLUE SHIELD OF CALIFORNIA BLUE SHIELD OF CALIFORNIA EMPLOYEES RETIREMENT PLAN |
OAKLAND CA |
| 2,287 |
| $561.6M |
| $10.3M |
| 4 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE WA | — | $73.5B | $2.9M |
| 5 | LIBBEY GLASS LLC LIBBEY MASTER RETIREMENT TRUST | TOLEDO OH | — | $277.4M | $1.3M |
| 6 | JONES DAY JONES DAY DEFINED BENEFIT MASTER TRUST | CLEVELAND OH | — | $1.2B | $1.3M |
| 7 | THE NEMOURS FOUNDATION THE NEMOURS FOUNDATION PENSION PLAN | JACKSONVILLE FL | 1,360 | $635.4M | $1.2M |
| 8 | METLIFE GROUP, INC. METLIFE 401(K) PLAN | BRIDGEWATER NJ | 14,863 | $8.3B | $591K |
| 9 | BAKER HUGHES HOLDINGS LLC BAKER HUGHES BOND FUND | HOUSTON TX | — | $696.6M | $487K |
| 10 | BAKER HUGHES HOLDINGS LLC BAKER HUGHES COMPANY 401(K) PLAN | HOUSTON TX | 11,706 | $4.0B | $436K |
