Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding United States Treasury Note/Bond 2.375% 15 May 2029 in their Schedule of Assets, totaling $1.6M 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 | LOCAL 665 I.A.T.S.E. ANNUITY PLAN LOCAL 665 I.A.T.S.E. ANNUITY PLAN | HONOLULU HI | 690 | $24.8M | $628K |
| 2 | BOARD OF TRUSTEES, HAWAII HEALTH & WELFARE TRUST FUND HAWAII HEALTH & WELFARE TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 2,073 | $70.9M | $553K |
| 3 | FIRST HAWAIIAN, INC. |
HONOLULU HI |
| 212 |
| $73.4M |
| $286K |
| 4 | BOARD OF TRUSTEES OF MASONS HEALTH & WELFARE TRUST FUND MASONS HEALTH & WELFARE PLAN | HONOLULU HI | 665 | $15.0M | $123K |
