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 08/15/33 in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST | WHITE PLAINS NY | 765 | $209.4M | $476K |
| 2 | INTERNATIONAL UNION OF PAINTERS & ALLIED TRADES DC NO. 21 ANNUITY FUND INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 21 ANNUITY FUND | PHILADELPHIA PA | 4,931 | $200.3M | $385K |
| 3 |
PHILADELPHIA PA |
| 0 |
| $72.2M |
| $224K |
| 4 | TWU WESTCHESTER PBL HEALTH BENEFIT TRUST TWU-WESTCHESTER PBL HEALTH BENEFIT TRUST | WEST PLAINS NY | 596 | $26.2M | $133K |
| 5 | LOCAL 22 HEALTH FUND LOCAL 22 HEALTH FUND | VALLEY STREAM NY | 2,172 | $26.5M | $81K |
| 6 | BOARD OF TRUSTEES USW DISTRICT 10, LOCAL 286, USW DISTRICT 10, LOCAL 286, HEALTH AND WELFARE FUND | PHILADELPHIA PA | 1,750 | $12.5M | $67K |
| 7 | BOARD OF TRUSTEES LOCAL UNION 102 JT APPRENTICESHIP TRAINING CMTE LOCAL UNION NO 102 JOINT APPRENTICESHIP TRAINING COMMITTEE | PARSIPPANY NJ | 1,568 | $7.4M | $39K |
| 8 | BOARD OF TRUSTEES OF LOCAL 298 HEALTH BENEFIT FUND 1 LOCAL 298 HEALTH BENEFIT FUND I | VALLEY STREAM NY | 2,172 | $23.3M | $33K |
