Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding UNITED STATES TREASURY NOTES 3.5% 09-30-2029 in their Schedule of Assets, totaling $7.6M 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 | KOMATSU MINING CORP. KOMATSU U.S. PENSION PLAN | MILWAUKEE WI | 829 | $753.7M | $5.9M |
| 2 | R.R. DONNELLEY RR DONNELLEY PENSION PLAN | CHICAGO IL | 2,390 | $380.4M | $1.6M |
| 3 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN |
CHICAGO IL |
| 0 |
| $797.6M |
| $192K |
