Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding UNITED STATES TREAS BDS 2.25% 05-15-2041 REG ^ in their Schedule of Assets, totaling $116.3M 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 | $53.7M |
| 2 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE WA | — | $73.5B | $32.0M |
| 3 | EXELON CORPORATION |
CHICAGO IL |
| — |
| $3.7B |
| $25.3M |
| 4 | CALIFORNIA PHYSICIANS SERVICE DBA BLUE SHIELD OF CALIFORNIA BLUE SHIELD OF CALIFORNIA EMPLOYEES RETIREMENT PLAN | OAKLAND CA | 2,287 | $561.6M | $2.0M |
| 5 | GREIF PACKAGING LLC GREIF PENSION PLAN | DELAWARE OH | 1,078 | $522.4M | $1.8M |
| 6 | THE NEMOURS FOUNDATION THE NEMOURS FOUNDATION PENSION PLAN | JACKSONVILLE FL | 1,360 | $635.4M | $1.1M |
| 7 | METLIFE GROUP, INC. METLIFE 401(K) PLAN | BRIDGEWATER NJ | 14,863 | $8.3B | $414K |
