Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding US Treasury When Issued Note/Bond 5/15/2034 in their Schedule of Assets, totaling $1.5M 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 | SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF SOUTH JERSEY INDUSTRIES, INC. | FOLSOM NJ | 71 | $126.9M | $653K |
| 2 | SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR EMPLOYEES OF SOUTH JERSEY INDUSTRIES, INC. | FOLSOM NJ | 30 | $92.5M | $466K |
| 3 | SOUTH JERSEY INDUSTRIES, INC. |
FOLSOM NJ |
| 188 |
| $74.6M |
| $415K |