Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding UST NOTES 3.625% 09/30/2031 in their Schedule of Assets, totaling $21.9M 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 | UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA MN | — | $31.0B | $10.8M |
| 2 | BOARD OF TRUSTEES, SAN FRANCISCO ELECTRICAL WORKERS SAN FRANCISCO ELECTRICAL WORKERS RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,920 | $670.0M | $3.7M |
| 3 | UNITED SERVICES AUTOMOBILE ASSOCIATION |
SAN ANTONIO TX |
| 37,957 |
| $10.9B |
| $3.6M |
| 4 | PROHEALTH PHYSICIANS, P.C. OPTUMCARE 401(K) RETIREMENT PLAN | MINNETONKA MN | 34,555 | $4.6B | $1.5M |
| 5 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN 6.0 | RESTON VA | 52,307 | $12.4B | $809K |
| 6 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) QACA PLAN | RESTON VA | 28,117 | $7.9B | $513K |
| 7 | SURGICAL CARE AFFILIATES, LLC SURGICAL CARE AFFILIATES, LLC RETIREMENT INVESTMENT PLAN | MINNETONKA MN | 13,426 | $712.8M | $242K |
| 8 | KS MANAGEMENT SERVICES, L.L.C. KELSEY-SEYBOLD 401(K) PLAN | MINNETONKA MN | 6,334 | $743.5M | $238K |
| 9 | OPTUM MEDICAL SERVICES, P.C. OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN | MINNETONKA MN | 3,160 | $613.0M | $204K |
| 10 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN FOR REPRESENTED EMPLOYEES | RESTON VA | 18,408 | $2.1B | $134K |
