Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding UST NOTES 4.125% 10/31/2029 in their Schedule of Assets, totaling $15.8M 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 | 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 | SAINT-GOBAIN CORPORATION SAINT-GOBAIN CORPORATION 401(K) PLAN FOR SALARIED EMPLOYEES |
MALVERN PA |
| 6,770 |
| $1.8B |
| $3.8M |
| 4 | SAINT-GOBAIN CORPORATION SAINT-GOBAIN CORPORATION 401(K) PLAN FOR HOURLY EMPLOYEES | MALVERN PA | 9,663 | $737.5M | $1.5M |
| 5 | BOARD OF TRUSTEES, SAN FRANCISCO ELECTRICAL WORKERS SAN FRANCISCO ELECTRICAL WORKERS RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,920 | $670.0M | $847K |
