Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding US TREAS-CPI INFLAT 1.125% 01/15/2033 DD 01/15/23 in their Schedule of Assets, totaling $15.2M 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 | TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN NATIONAL ELECTRICAL ANNUITY PLAN | ROCKVILLE MD | 89,789 | $18.1B | $8.3M |
| 2 | LUMEN TECHNOLOGIES, INC. CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER | MONROE LA | — | $6.5B | $3.8M |
| 3 | ROCKWELL AUTOMATION, INC. |
MILWAUKEE WI |
| 1,841 |
| $1.8B |
| $3.0M |
| 4 | 3M COMPANY 3M RETIREE WELFARE BENEFIT PLAN | ST. PAUL MN | 0 | $81.6M | $175K |
