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% 11/15/27 in their Schedule of Assets, totaling $2.3M 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 | IBEW LOCAL 363 MONEY PURCHASE PENSION PLAN IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN | HARRIMAN NY | 1,155 | $161.2M | $1.4M |
| 2 | OPERATIVE PLASTERERS&CEMENT MASONS LOCAL 29 ANNUITY FUND OPERATIVE PLASTERERS AND CEMENT MASONS LOCAL 29 ANNUITY PLAN | CLIFTON NJ | 326 | $23.0M | $856K |
