Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding UNITED STATES OF AMER TREAS NOTES 4.5% 12-31-2031 SEDOL: BS60BL7 in their Schedule of Assets, totaling $13.2M 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 | CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING TX | — | $12.0B | $7.2M |
| 2 | ROBERT BOSCH LLC BOSCH PENSION PLAN | FARMINGTON HILLS MI | 2,847 | $1.6B | $3.4M |
| 3 | ILLINOIS TOOL WORKS INC. ITW DEFINED BENEFIT PLANS' INVESTMENT ACCOUNT |
GLENVIEW IL |
| — |
| $1.3B |
| $2.5M |
| 4 | UBS FINANCIAL SERVICES INC. UBS FINANCIAL SERVICES INC. PENSION PLAN | WEEHAWKEN NJ | 877 | $578.7M | $78K |
