Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding United States Treasury Bonds Dtd 08/15/2023 4.125% 08/15/2053 in their Schedule of Assets, totaling $58.5M 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 | WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | MINNEAPOLIS MN | 40,642 | $8.3B | $56.8M |
| 2 | AMERICAN INTERNATIONAL GROUP, INC. AMERICAN INTERNATIONAL GROUP, INC. INCENTIVE SAVINGS PLAN | NEW YORK NY | 5,072 | $4.5B | $1.3M |
| 3 | ELBIT SYSTEMS OF AMERICA, LLC |
FORT WORTH TX |
| 220 |
| $83.0M |
| $285K |
| 4 | KANSAS MEDICAL CLINIC, P.A. KANSAS MEDICAL CLINIC, P.A. 401(K) PROFIT SHARING PLAN | TOPEKA KS | 87 | $16.9M | $10K |
| 5 | AIG INSURANCE COMPANY-PUERTO RICO AIG INSURANCE COMPANY-PUERTO RICO CAPITAL GROWTH PLAN | SAN JUAN PR | 86 | $16.7M | $6K |
