Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding USA Treasury Notes 04.500% Due 05/15/2038 Treasury Bonds in their Schedule of Assets, totaling $2.6M 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 | BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS INTERNATIONAL UNION EMPLOYEES' PENSION PLAN | KENSINGTON MD | 28 | $71.5M | $1.3M |
| 2 | THE WATSON INSTITUTE RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE | SEWICKLEY PA | 51 | $48.5M | $1.3M |
