Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding UNITED STATES OF AMER TREAS NOTES 4.0% 02-15-2034 ^ in their Schedule of Assets, totaling $42.5M 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 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE WA | — | $73.5B | $22.0M |
| 2 | S.C. JOHNSON & SON, INC. RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SO | RACINE WI | 484 | $406.5M | $6.0M |
| 3 | PAUL WEISS RIFKIND WHARTON & GARRISON LLP |
NEW YORK NY |
| 188 |
| $359.4M |
| $3.5M |
| 4 | CALIFORNIA PHYSICIANS SERVICE DBA BLUE SHIELD OF CALIFORNIA BLUE SHIELD OF CALIFORNIA EMPLOYEES RETIREMENT PLAN | OAKLAND CA | 2,287 | $561.6M | $2.4M |
| 5 | YUM BRANDS, INC. YUM BRANDS RETIREMENT PLAN | LOUISVILLE KY | 2,196 | $711.2M | $2.0M |
| 6 | TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUND MIDWEST OPERATING ENGINEERS PENSION TRUST FUND | COUNTRYSIDE IL | 13,117 | $6.0B | $2.0M |
| 7 | CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - INTERMEDIATE CREDIT | KENNETT SQUARE PA | — | $470.9M | $1.7M |
| 8 | METLIFE GROUP, INC. METLIFE 401(K) PLAN | BRIDGEWATER NJ | 14,863 | $8.3B | $1.7M |
| 9 | EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- NECRP HDG | CHICAGO IL | — | $350.2M | $948K |
| 10 | JOINT BOARD OF TRUSTEES OF LOCAL 639 EMPLOYERS HEALTH TRUST FUND TEAMSTERS LOCAL 639 - EMPLOYERS HEALTH TRUST FUND | WASHINGTON DC | 3,324 | $359.7M | $388K |
