Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding UNITED STATES OF AMER TREAS BONDS 3.625%02-15-2053 in their Schedule of Assets, totaling $88.2M 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 | UNITED SERVICES AUTOMOBILE ASSOCIATION USAA PENSION PLAN | SAN ANTONIO TX | 30,326 | $4.6B | $34.7M |
| 2 | ABBVIE INC. ABBVIE PENSION PLAN TRUST | NORTH CHICAGO IL | — | $5.5B | $28.2M |
| 3 | THE DOW CHEMICAL COMPANY DOW RETIREMENT GROUP TRUST - TACTICAL FIXED INCOME |
MIDLAND MI |
| — |
| $121.9M |
| $6.1M |
| 4 | AMERICAN CANCER SOCIETY, INC. AMERICAN CANCER SOCIETY, INC. RETIREMENT ANNUITY PLAN | ATLANTA GA | 1,126 | $445.5M | $4.7M |
| 5 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE WA | — | $73.5B | $4.1M |
| 6 | CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - TRADITIONAL LIABILITY HEDGE FIXED INCOME | KENNETT SQUARE PA | — | $2.5B | $3.0M |
| 7 | RUSH UNIVERSITY MEDICAL CENTER RUSH RETIREMENT PLAN | CHICAGO IL | 7,549 | $879.0M | $1.9M |
| 8 | USG CORPORATION USG CORPORATION RETIREMENT PLAN | CHICAGO IL | 6,329 | $634.3M | $1.5M |
| 9 | METLIFE GROUP, INC. METLIFE 401(K) PLAN | BRIDGEWATER NJ | 14,863 | $8.3B | $828K |
| 10 | EXELON CORPORATION EXELON CORPORATION DCRP MASTER TRUST - PRIMARY | CHICAGO IL | — | $6.1B | $777K |
