Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding United States Treasury Bonds Dtd 05/15/2024 4.625% 05/15/2044 in their Schedule of Assets, totaling $3.2M 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 | VISA INC. VISA RETIREMENT PLAN | SAN FRANCISCO CA | 3,490 | $1.6B | $2.0M |
| 2 | PASADENA HOSPITAL ASSOCIATION, LTD HUNTINGTON MEMORIAL HOSPITAL RETIREMENT PLAN | PASADENA CA | 1,026 | $119.3M | $564K |
| 3 | AMERICAN INTERNATIONAL GROUP, INC. AMERICAN INTERNATIONAL GROUP, INC. INCENTIVE SAVINGS PLAN |
NEW YORK NY |
| 5,072 |
| $4.5B |
| $443K |
| 4 | ELBIT SYSTEMS OF AMERICA, LLC ELBIT SYSTEMS OF AMERICA PENSION PLAN FOR EMPLOYEES IN THE NIGHT VISION BARGAINING UNIT | FORT WORTH TX | 220 | $83.0M | $184K |
| 5 | KANSAS MEDICAL CLINIC, P.A. KANSAS MEDICAL CLINIC, P.A. 401(K) PROFIT SHARING PLAN | TOPEKA KS | 87 | $16.9M | $3K |
| 6 | AIG INSURANCE COMPANY-PUERTO RICO AIG INSURANCE COMPANY-PUERTO RICO CAPITAL GROWTH PLAN | SAN JUAN PR | 86 | $16.7M | $2K |
