Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 29 retirement plans report an interest in this investment, totaling $38.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Massmutual Total Return Bond I, Massmutual Total Return Bond, Massmutual Total Return Bond SVC. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GRUMA CORPORATION GRUMA CORPORATION RETIREMENT SAVINGS PLAN | IRVING TX | 8,855 | $346.0M | $8.5M |
| 2 | BOARD OF TRUSTEES IBEW LOCAL 1049 IBEW LOCAL 1049 CRAFT ANNUITY FUND | HOLTSVILLE NY | 3,321 | $349.2M | $7.4M |
| 3 | MASSACHUSETTS MEDICAL SOCIETY THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN | WALTHAM MA | 448 | $173.5M | $4.2M |
| 4 | THOMAS & HUTTON ENGINEERING CO. THOMAS & HUTTON ENGINEERING CO. RETIREMENT PLAN | SAVANNAH GA | 476 | $116.8M | $4.0M |
| 5 | ARENTFOX SCHIFF LLP SCHIFF HARDIN LLP EMPLOYEES' PENSION PLAN | WASHINGTON DC | 32 | $10.9M | $3.0M |
| 6 | BD OF TRUSTEES OF SHEET METAL WORKERS UNION L38 PROFIT SHARING FD SHEET METAL WORKERS UNION LOCAL 38 PROFIT SHARING FUND | BREWSTER NY | 1,107 | $213.5M | $2.9M |
| 7 | RAYONIER INC. RAYONIER INVESTMENT AND SAVINGS PLAN FOR SALARIED EMPLOYEES | WILDLIGHT FL | 335 | $122.7M | $2.2M |
| 8 | WESTERN PARTITIONS, INC. WESTERN PARTITIONS, INC. 401(K) PROFIT SHARING PLAN | WILSONVILLE OR | 186 | $22.0M | $1.0M |
| 9 | HANCOCK ASKEW & CO., LLP HANCOCK ASKEW & CO., LLP EMPLOYEES' PROFIT SHARING PLAN | SAVANNAH GA | 281 | $29.5M | $808K |
| 10 | STONEMOR INC DBA EVERSTORY PARTNERS EVERSTORY PARTNERS RETIREMENT PLAN | ALTAMONTE SPRINGS FL | 2,262 | $39.8M | $755K |
