Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding United States Treasury Notes Note 06/30/29 in their Schedule of Assets, totaling $1.3M 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 | IUPAT DISTRICT COUNCIL NO. 21 WELFARE FUND IUPAT DISTRICT COUNCIL NO. 21 WELFARE FUND | PHILADELPHIA PA | 4,586 | $93.2M | $787K |
| 2 | TRUSTEES CEMENT MASONS UNION LOCAL NO. 592 WELFARE PLAN CEMENT MASONS UNION LOCAL NO. 592 WELFARE PLAN | PHILADELPHIA PA | 416 | $35.3M | $418K |
| 3 | TRUSTEES OF PLASTERERS' LOCAL 8 PENSION FUND |
PHILADELPHIA PA |
| 87 |
| $29.8M |
| $98K |
| 4 | ASBESTOS WORKERS PHILADELPHIA PENSION FUND ASBESTOS WORKERS PHILADELPHIA PENSION FUND | PHILADELPHIA PA | 466 | $237.9M | $41K |
