Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding US TREASURY N/B 4.25% 08-15-2054 in their Schedule of Assets, totaling $2.3B 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 | PFIZER INC MASTER TRUST BETWEEN PFIZER INC AND THE NORTHERN TRUST COMPANY | NEW YORK NY | — | $9.8B | $2.2B |
| 2 | WILLIAM BEAUMONT HOSPITAL WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN | SOUTHFIELD MI | 6,502 | $1.4B | $24.9M |
| 3 | CUMMINS INC. CUMMINS PENSION PLAN |
COLUMBUS IN |
| 28,798 |
| $3.2B |
| $19.6M |
| 4 | BOARD OF TRUSTEES OF THE GUILD-TIMES ADJUSTABLE PENSION FUND GUILD-TIMES ADJUSTABLE PENSION PLAN | NEW YORK NY | 1,725 | $114.0M | $15.0M |
| 5 | EXXON MOBIL CORPORATION EXXONMOBIL PENSION PLAN | SPRING TX | 22,227 | $12.1B | $13.4M |
| 6 | AON CORPORATION AON SAVINGS PLAN | ATLANTA GA | 13,470 | $6.7B | $10.8M |
| 7 | THE DOW CHEMICAL COMPANY DOW RETIREMENT GROUP TRUST - TACTICAL FIXED INCOME | MIDLAND MI | — | $121.9M | $5.6M |
| 8 | OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE, INC. CASH BALANCE PLAN | SOUTHFIELD MI | 1,645 | $281.7M | $4.9M |
| 9 | JONES DAY JONES DAY DEFINED BENEFIT MASTER TRUST | CLEVELAND OH | — | $1.2B | $2.1M |
| 10 | W W GRAINGER INC W W GRAINGER INC GROUP BENEFIT PLAN I | LAKE FOREST IL | 0 | $179.5M | $1.1M |
