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 2.125% 04/15/2029 DD 04/15/24 in their Schedule of Assets, totaling $21.6M 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 | 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN | ST. PAUL MN | 6,472 | $8.9B | $13.5M |
| 2 | TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN NATIONAL ELECTRICAL ANNUITY PLAN | ROCKVILLE MD | 89,789 | $18.1B | $4.6M |
| 3 | ONCOR ELECTRIC DELIVERY COMPANY LLC ONCOR RETIREMENT PLAN |
DALLAS TX |
| 4,646 |
| $1.9B |
| $3.1M |
| 4 | LUMEN TECHNOLOGIES, INC. CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER | MONROE LA | — | $6.5B | $300K |
