Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding United States Treasury Notes Dtd 08/15/2024 3.875% 08/15/2034 in their Schedule of Assets, totaling $31.9M 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 | WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | MINNEAPOLIS MN | 40,642 | $8.3B | $30.4M |
| 2 | ELBIT SYSTEMS OF AMERICA, LLC ELBIT SYSTEMS OF AMERICA PENSION PLAN FOR EMPLOYEES IN THE NIGHT VISION BARGAINING UNIT | FORT WORTH TX | 220 | $83.0M | $775K |
| 3 | AMERICAN INTERNATIONAL GROUP, INC. |
NEW YORK NY |
| 5,072 |
| $4.5B |
| $711K |
| 4 | KANSAS MEDICAL CLINIC, P.A. KANSAS MEDICAL CLINIC, P.A. 401(K) PROFIT SHARING PLAN | TOPEKA KS | 87 | $16.9M | $5K |
| 5 | AIG INSURANCE COMPANY-PUERTO RICO AIG INSURANCE COMPANY-PUERTO RICO CAPITAL GROWTH PLAN | SAN JUAN PR | 86 | $16.7M | $3K |
