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 11/30/2024 4.125% 11/30/2029 in their Schedule of Assets, totaling $3.0M 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 | WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | MINNEAPOLIS MN | 40,642 | $8.3B | $1.9M |
| 2 | SMART & FINAL PENSION PLAN SMART & FINAL PENSION PLAN | COMMERCE CA | 820 | $168.9M | $655K |
| 3 | 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 |
| $404K |
| 4 | AMERICAN INTERNATIONAL GROUP, INC. AMERICAN INTERNATIONAL GROUP, INC. INCENTIVE SAVINGS PLAN | NEW YORK NY | 5,072 | $4.5B | $44K |
| 5 | KANSAS MEDICAL CLINIC, P.A. KANSAS MEDICAL CLINIC, P.A. 401(K) PROFIT SHARING PLAN | TOPEKA KS | 87 | $16.9M | $320 |
| 6 | AIG INSURANCE COMPANY-PUERTO RICO AIG INSURANCE COMPANY-PUERTO RICO CAPITAL GROWTH PLAN | SAN JUAN PR | 86 | $16.7M | $214 |
