Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding UST NOTES 4.125% 10/31/2029 in their Schedule of Assets, totaling $10.6M 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 | SAINT-GOBAIN CORPORATION INVESTMENT ACCOUNT | MALVERN PA | — | $2.5B | $5.2M |
| 2 | UNITED SERVICES AUTOMOBILE ASSOCIATION USAA RETIREMENT SAVINGS PLAN | SAN ANTONIO TX | 37,957 | $10.9B | $4.5M |
| 3 | BOARD OF TRUSTEES, SAN FRANCISCO ELECTRICAL WORKERS SAN FRANCISCO ELECTRICAL WORKERS RETIREMENT SAVINGS PLAN |
SAN FRANCISCO CA |
| 1,920 |
| $670.0M |
| $847K |
