Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding United States Treasury Note 08/15/30 in their Schedule of Assets, totaling $2.7M 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 | TRUSTEES UFCW LOCAL 1262 PENSION FUND UFCW LOCAL 1262 & EMPLOYERS PENSION FUND | CLIFTON NJ | 4,449 | $1.0B | $950K |
| 2 | TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST | WHITE PLAINS NY | 765 | $209.4M | $743K |
| 3 | BOARD OF TRUSTEES USW DISTRICT 10,LOCAL 286, |
PHILADELPHIA PA |
| 0 |
| $72.2M |
| $333K |
| 4 | TWU WESTCHESTER PBL HEALTH BENEFIT TRUST TWU-WESTCHESTER PBL HEALTH BENEFIT TRUST | WEST PLAINS NY | 596 | $26.2M | $199K |
| 5 | TRUSTEES UFCW L 1262 & EMP H&W FD UFCW LOCAL 1262 & EMPLOYERS HEALTH & WELFARE FUND | CLIFTON NJ | 3,278 | $15.1M | $165K |
| 6 | BOARD OF TRUSTEES USW DISTRICT 10, LOCAL 286, USW DISTRICT 10, LOCAL 286, HEALTH AND WELFARE FUND | PHILADELPHIA PA | 1,750 | $12.5M | $102K |
| 7 | HOLLOW METAL TRUST FUND HOLLOW METAL TRUST FUND | NEW YORK NY | 741 | $36.4M | $97K |
| 8 | HOLLOW METAL PENSION FUND HOLLOW METAL PENSION FUND | NEW YORK NY | 363 | $77.1M | $77K |
