Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding UNITED STATES TREAS BDS 3.625 DUE 08-15-2043 in their Schedule of Assets, totaling $77.0M 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 | $45.4M |
| 2 | ABBVIE INC. ABBVIE PENSION PLAN TRUST | NORTH CHICAGO IL | — | $5.5B | $23.6M |
| 3 | YUM BRANDS, INC. YUM BRANDS RETIREMENT PLAN | LOUISVILLE |
| 2,196 |
| $711.2M |
| $5.8M |
| 4 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE WA | — | $73.5B | $1.3M |
| 5 | THE NEMOURS FOUNDATION THE NEMOURS FOUNDATION PENSION PLAN | JACKSONVILLE FL | 1,360 | $635.4M | $505K |
| 6 | METLIFE GROUP, INC. METLIFE 401(K) PLAN | BRIDGEWATER NJ | 14,863 | $8.3B | $446K |
