Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding UNITED STATES OF AMER TREAS BONDS DTD 4.0% 11-15-2052 in their Schedule of Assets, totaling $39.1M 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 | WILLIAM BEAUMONT HOSPITAL WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN | SOUTHFIELD MI | 6,502 | $1.4B | $21.2M |
| 2 | HESS CORPORATION HESS CORPORATION EMPLOYEES' PENSION PLAN | HOUSTON TX | 1,520 | $1.9B | $7.0M |
| 3 | OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE, INC. CASH BALANCE PLAN |
SOUTHFIELD MI |
| 1,645 |
| $281.7M |
| $4.2M |
| 4 | HACKENSACK MERIDIAN HEALTH INC HACKENSACK MERIDIAN HEALTH MASTER RETIREMENT TRUST | EDISON NJ | — | $1.7B | $2.9M |
| 5 | METLIFE GROUP, INC. METLIFE 401(K) PLAN | BRIDGEWATER NJ | 14,863 | $8.3B | $1.5M |
| 6 | CALIFORNIA PHYSICIANS SERVICE DBA BLUE SHIELD OF CALIFORNIA BLUE SHIELD OF CALIFORNIA EMPLOYEES RETIREMENT PLAN | OAKLAND CA | 2,287 | $561.6M | $1.1M |
| 7 | OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE, INC. UNION CASH BALANCE PLAN | SOUTHFIELD MI | 662 | $42.6M | $625K |
| 8 | YUM BRANDS, INC. YUM BRANDS RETIREMENT PLAN | LOUISVILLE KY | 2,196 | $711.2M | $436K |
| 9 | AON CORPORATION AON SAVINGS PLAN | ATLANTA GA | 13,470 | $6.7B | $106K |
| 10 | BAKER HUGHES HOLDINGS LLC BAKER HUGHES BOND FUND | HOUSTON TX | — | $696.6M | $61K |
