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 3.875% 15 Aug 2033 in their Schedule of Assets, totaling $2.5M 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 | BLUE CROSS AND BLUE SHIELD OF ALABAMA BLUE CROSS AND BLUE SHIELD OF ALABAMA RETIREMENT PLAN | BIRMINGHAM AL | 1,907 | $711.9M | $1.8M |
| 2 | BOARD OF TRUSTEES, HAWAII HEALTH & WELFARE TRUST FUND HAWAII HEALTH & WELFARE TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 2,073 | $70.9M | $260K |
| 3 | LOCAL 665 I.A.T.S.E. ANNUITY PLAN |
HONOLULU HI |
| 690 |
| $24.8M |
| $228K |
| 4 | BOARD OF TRUSTEES OF MASONS HEALTH & WELFARE TRUST FUND MASONS HEALTH & WELFARE PLAN | HONOLULU HI | 665 | $15.0M | $153K |
