Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding US TREASURY NOTE 4.125% 08/31/2030 in their Schedule of Assets, totaling $1.6M 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 | BOARD OF TRUSTEES OF LINE CONSTRUCTION BENEFIT FUND LINE CONSTRUCTION BENEFIT FUND | LOMBARD IL | 65,981 | $1.9B | $1.5M |
| 2 | BOARD OF TRUSTEES, MONTEREY PENINSULA RESTAURANT AND MONTEREY PENINSULA RESTAURANT AND HOTEL PENSION FUND | PACIFIC GROVE CA | 1,066 | $67.2M | $126K |