Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding UNITED STATES TREAS NTS 4.875% 10-31-2030 in their Schedule of Assets, totaling $13.7M 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 | RUSH UNIVERSITY MEDICAL CENTER RUSH RETIREMENT PLAN | CHICAGO IL | 7,549 | $879.0M | $8.8M |
| 2 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE WA | — | $73.5B | $3.5M |
| 3 | METLIFE GROUP, INC. METLIFE 401(K) PLAN |
BRIDGEWATER NJ |
| 14,863 |
| $8.3B |
| $824K |
| 4 | YUM BRANDS, INC. YUM BRANDS RETIREMENT PLAN | LOUISVILLE KY | 2,196 | $711.2M | $613K |
