Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding UNITED STATES TREAS BDS DTD 00305 4.75% 05-15-2054 in their Schedule of Assets, totaling $60.7M 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 | EXXON MOBIL CORPORATION EXXONMOBIL PENSION PLAN | SPRING TX | 22,227 | $12.1B | $31.0M |
| 2 | EXELON CORPORATION EXELON CORPORATION DCRP MASTER TRUST - PRIMARY | CHICAGO IL | — | $6.1B | $6.6M |
| 3 | THE DOW CHEMICAL COMPANY DOW RETIREMENT GROUP TRUST - TACTICAL FIXED INCOME |
MIDLAND MI |
| — |
| $121.9M |
| $4.7M |
| 4 | YUM BRANDS, INC. YUM BRANDS RETIREMENT PLAN | LOUISVILLE KY | 2,196 | $711.2M | $3.1M |
| 5 | UNITED SERVICES AUTOMOBILE ASSOCIATION USAA PENSION PLAN | SAN ANTONIO TX | 30,326 | $4.6B | $2.3M |
| 6 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES RETIREMENT PLAN | NEW YORK NY | 6,545 | $4.2B | $2.2M |
| 7 | L3HARRIS TECHNOLOGIES, INC. L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST | MELBOURNE FL | — | $16.2B | $2.2M |
| 8 | WILLIAM BEAUMONT HOSPITAL WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN | SOUTHFIELD MI | 6,502 | $1.4B | $2.0M |
| 9 | CALIFORNIA PHYSICIANS SERVICE DBA BLUE SHIELD OF CALIFORNIA BLUE SHIELD OF CALIFORNIA EMPLOYEES RETIREMENT PLAN | OAKLAND CA | 2,287 | $561.6M | $1.9M |
| 10 | METLIFE GROUP, INC. METLIFE 401(K) PLAN | BRIDGEWATER NJ | 14,863 | $8.3B | $784K |
