Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding US Treasury Note in their Schedule of Assets, totaling $357.6M 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 | NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS THE PENSION PLAN FOR INSURANCE ORGANIZATIONS | PLYMOUTH MEETING PA | 1,803 | $1.1B | $118.6M |
| 2 | BOARD OF TRUSTEES OF CENTRAL LABORERS' PENSION FUND CENTRAL LABORERS' PENSION FUND | JACKSONVILLE IL | 5,167 | $1.4B | $65.8M |
| 3 | CVS HEALTH CORPORATION |
WOONSOCKET RI |
| 313,966 |
| $30.1B |
| $59.1M |
| 4 | BOARD OF TRUSTEES OF NECA/IBEW FAMILY MEDICAL CARE TRUST FUND NECA/IBEW FAMILY MEDICAL CARE TRUST FUND | ROCKVILLE MD | 37,969 | $1.1B | $23.6M |
| 5 | SOUTHWEST POWER POOL, INC. SOUTHWEST POWER POOL, INC. RETIREMENT PLAN | LITTLE ROCK AR | 829 | $159.8M | $17.2M |
| 6 | PRISMA HEALTH LEGACY GHS/TUOMEY PENSION PLAN | GREENVILLE SC | 2,441 | $423.1M | $11.6M |
| 7 | LOCAL 705 INTL BROTHERHOOD OF TEAMSTERS HEALTH & WELFARE FUND - TR LOCAL 705 INTL BROTHERHOOD OF TEAMSTERS HEALTH AND WELFARE FUND | CHICAGO IL | 1,423 | $109.5M | $10.7M |
| 8 | BOARD OF TRUSTEES CENTRAL ILLINOIS CARPENTERS RETIREMENT SAVINGS FUND CENTRAL ILLINOIS CARPENTERS RETIREMENT SAVINGS FUN | LINCOLN IL | 3,239 | $254.6M | $7.4M |
| 9 | BOARD OF TRUSTEES OF SHEETMETAL WORKERS LOCAL 91 HEALTH AND WELFARE PL SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU | ROCK ISLAND IL | 887 | $45.3M | $7.2M |
| 10 | BAC LOCAL NO. 1 WASHINGTON PENSION TRUST BAC LOCAL NO. 1 WASHINGTON PENSION TRUST | SEATTLE WA | 737 | $162.9M | $6.1M |
