Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding UNITED STATES TREASURY BOND 4.25% 02/15/2054 in their Schedule of Assets, totaling $26.0M 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 | UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA MN | — | $31.0B | $16.6M |
| 2 | UNITED SERVICES AUTOMOBILE ASSOCIATION USAA RETIREMENT SAVINGS PLAN | SAN ANTONIO TX | 37,957 | $10.9B | $8.2M |
| 3 | JONES DAY JONES DAY RETIREMENT PLAN |
CLEVELAND OH |
| 916 |
| $1.6B |
| $633K |
| 4 | SURGICAL CARE AFFILIATES, LLC SURGICAL CARE AFFILIATES, LLC RETIREMENT INVESTMENT PLAN | MINNETONKA MN | 13,426 | $712.8M | $371K |
| 5 | JONES DAY JONES DAY SUPPLEMENTAL SAVINGS PLAN | CLEVELAND OH | 2,227 | $506.6M | $199K |
| 6 | PLUS ONE HOLDINGS, INC. PLUS ONE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | MINNETONKA MN | 1,688 | $33.7M | $18K |
