Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding US Treasury Notes in their Schedule of Assets, totaling $73.1M 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, FELRA & UFCW PENSION FELRA & UFCW PENSION PLAN | SPARKS MD | 0 | $1.4B | $51.9M |
| 2 | NORTHWEST BANK NORTHWEST BANK PENSION PLAN | WARREN PA | 992 | $219.6M | $9.0M |
| 3 | INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORK INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULA AND ALLIED WORKERS LOCAL NO. 1 PENSION PLAN |
EARTH CITY MO |
| 391 |
| $156.6M |
| $4.3M |
| 4 | REH SERVICES, LLC REH SERVICES COMPANY EMPLOYEE BENEFIT PLAN TRUST | SALT LAKE CITY UT | 2,612 | $9.7M | $1.7M |
| 5 | SEMMES, BOWEN & SEMMES SEMMES, BOWEN & SEMMES PENSION PLAN | BALTIMORE MD | 119 | $28.2M | $1.7M |
| 6 | DONJON MARINE CO., INC. DONJON MARINE CO., INC. RETIREMENT PLAN | HILLSIDE NJ | 278 | $87.8M | $1.6M |
| 7 | BOARD OF DIRECTORS OF PACIFIC SERVICE EMPLOYEES PACIFIC SERVICE EMPLOYEES MEMBER DISABILITY PLAN | CONCORD CA | 2,035 | $2.6M | $1.4M |
| 8 | THERM, INCORPORATED THERM, INCORPORATED 401(K) PLAN | ITHACA NY | 133 | $11.3M | $970K |
| 9 | RICHARDS & ASSOCIATES P.C. BLILEY TECHNOLOGIES, INC. PENSION PLAN | ERIE PA | 0 | $9.1M | $555K |
| 10 | GPA ACQUISITION COMPANY, LLC FEDRIGONI US EMPLOYEE SAVINGS & RETIREMENT PLAN | MCCOOK IL | 239 | $22.5M | $6K |
