Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding UNITED STATES OF AMER TREAS BONDS 3% DUE08-15-2052 in their Schedule of Assets, totaling $22.1M 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 | CALIFORNIA PHYSICIANS SERVICE DBA BLUE SHIELD OF CALIFORNIA BLUE SHIELD OF CALIFORNIA EMPLOYEES RETIREMENT PLAN | OAKLAND CA | 2,287 | $561.6M | $5.5M |
| 2 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE WA | — | $73.5B | $3.6M |
| 3 | JONES DAY |
CLEVELAND OH |
| — |
| $1.2B |
| $3.2M |
| 4 | HACKENSACK MERIDIAN HEALTH INC HACKENSACK MERIDIAN HEALTH MASTER RETIREMENT TRUST | EDISON NJ | — | $1.7B | $2.6M |
| 5 | USG CORPORATION USG CORPORATION RETIREMENT PLAN | CHICAGO IL | 6,329 | $634.3M | $1.7M |
| 6 | YUM BRANDS, INC. YUM BRANDS RETIREMENT PLAN | LOUISVILLE KY | 2,196 | $711.2M | $1.5M |
| 7 | L3HARRIS TECHNOLOGIES, INC. L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST | MELBOURNE FL | — | $16.2B | $988K |
| 8 | CONSOLIDATED NUCLEAR SECURITY, LLC CONSOLIDATED NUCLEAR SECURITY RETIREMENT PLAN FOR NON-BARGAINING PANTEX LOCATION EMPLOYEES | OAK RIDGE TN | 684 | $423.6M | $956K |
| 9 | METLIFE GROUP, INC. METLIFE 401(K) PLAN | BRIDGEWATER NJ | 14,863 | $8.3B | $657K |
| 10 | BAKER HUGHES HOLDINGS LLC BAKER HUGHES BOND FUND | HOUSTON TX | — | $696.6M | $475K |
