Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding UNITED STATES TREAS BDS DTD 00218 3.875%DUE 08-15-2040 REG in their Schedule of Assets, totaling $3.0M 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 | ST. CLAIR HOSPITAL ST. CLAIR HOSPITAL RETIREMENT PLAN | PITTSBURGH PA | 1,429 | $189.9M | $2.7M |
| 2 | THE NEMOURS FOUNDATION THE NEMOURS FOUNDATION PENSION PLAN | JACKSONVILLE FL | 1,360 | $635.4M | $320K |
