Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding UNITED STATES TREAS BDS DTD 11/15/2022 4% 11-15-2052 in their Schedule of Assets, totaling $4.3M 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 | FOREST LAWN MEMORIAL-PARK ASSOC FOREST LAWN RETIREMENT PLAN | GLENDALE CA | 965 | $84.7M | $2.4M |
| 2 | THE NEMOURS FOUNDATION THE NEMOURS FOUNDATION PENSION PLAN | JACKSONVILLE FL | 1,360 | $635.4M | $1.4M |
| 3 | EXELON CORPORATION EXELON CORPORATION DCRP MASTER TRUST - PRIMARY |
CHICAGO IL |
| — |
| $6.1B |
| $525K |
