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 BD 3.75% DUE 08-15-2041 REG in their Schedule of Assets, totaling $12.2M 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 | S.C. JOHNSON & SON, INC. RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SO | RACINE WI | 484 | $406.5M | $8.5M |
| 2 | HACKENSACK MERIDIAN HEALTH INC HACKENSACK MERIDIAN HEALTH MASTER RETIREMENT TRUST | EDISON NJ | — | $1.7B | $2.8M |
| 3 | CALIFORNIA PHYSICIANS SERVICE DBA BLUE SHIELD OF CALIFORNIA |
OAKLAND CA |
| 2,287 |
| $561.6M |
| $365K |
| 4 | THE NEMOURS FOUNDATION THE NEMOURS FOUNDATION PENSION PLAN | JACKSONVILLE FL | 1,360 | $635.4M | $308K |
| 5 | METLIFE GROUP, INC. METLIFE 401(K) PLAN | BRIDGEWATER NJ | 14,863 | $8.3B | $176K |
| 6 | EXXON MOBIL CORPORATION EXXONMOBIL PENSION PLAN | SPRING TX | 22,227 | $12.1B | $40K |
