Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding UNITED STATES TREAS BDS 4.625% 05-15-2044 CUSIP: 912810UB2 in their Schedule of Assets, totaling $15.1M 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 | $7.8M |
| 2 | OWENS CORNING OWENS CORNING MERGED RETIREMENT PLAN | TOLEDO OH | 2,251 | $336.7M | $3.9M |
| 3 | MEDSTAR HEALTH, INC. MEDSTAR HEALTH, INC. AND AFFILIATES MASTER RETIREMENT TRUST |
COLUMBIA MD |
| — |
| $1.3B |
| $1.7M |
| 4 | MEDSTAR HEALTH, INC. MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN | COLUMBIA MD | 1,582 | $699.0M | $939K |
| 5 | MEDSTAR HEALTH, INC. MEDSTAR HEALTH, INC. PENSION EQUITY PLAN | COLUMBIA MD | 1,622 | $601.3M | $829K |