Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding UNITED STATES OF AMER TREAS NOTES 3.25% DUE 06-30-2029 in their Schedule of Assets, totaling $72.6M 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 | $50.3M |
| 2 | UFCW UNION & PARTICIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION F UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND | PLYMOUTH MEETING PA | 6,739 | $872.0M | $11.4M |
| 3 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES |
SEATTLE WA |
| — |
| $73.5B |
| $8.2M |
| 4 | RUSH UNIVERSITY MEDICAL CENTER RUSH RETIREMENT PLAN | CHICAGO IL | 7,549 | $879.0M | $1.6M |
| 5 | PAUL WEISS RIFKIND WHARTON & GARRISON LLP PAUL WEISS RIFKIND WHARTON & GARRISON LLP PARTNERS' DEFINED BENEFIT PENSION PLAN | NEW YORK NY | 188 | $359.4M | $1.1M |
