Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding USA TREASURY NOTE 04.375% 08/31/2028 in their Schedule of Assets, totaling $8.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES, OPERATING ENGINEERS HEALTH OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND | ALAMEDA CA | 16,991 | $822.2M | $4.8M |
| 2 | BOARD OF TRUSTEES, PENSIONED OPERATING ENGINEERS PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND | ALAMEDA CA | 9,107 | $295.3M | $3.4M |
