Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Ave Maria Bond Fund - in their Schedule of Assets, totaling $1.5M 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 | THE AVE MARIA FOUNDATION THE AVE MARIA 401(K) PLAN | ANN ARBOR MI | 720 | $27.0M | $1.0M |
| 2 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $293K |
| 3 | DIVERSIFIED GAS & OIL CORPORATION |
BIRMINGHAM AL |
| 1,328 |
| $110.2M |
| $142K |
| 4 | AVE MARIA UNIVERSITY AVE MARIA 403(B) RETIREMENT PLAN | AVE MARIA FL | 76 | $11.8M | $34K |
| 5 | CHEEKWOOD BOTANICAL GARDEN AND MUSEUM OF ART CHEEKWOOD 403(B) PLAN | NASHVILLE TN | 209 | $5.7M | $24K |
| 6 | KI BOIS COMMUNITY ACTION FOUND 403(B) THRIFT PLAN FOR EMPLOYEES OF KI BOIS COMMUNITY ACTION FOUNDATION, INC. | STIGLER OK | 329 | $19.5M | $6K |
| 7 | JEWISH COMMUNITY SERVICES JEWISH COMMUNITY SERVICES 401(K) PLAN | MIAMI FL | 685 | $5.0M | $4K |
| 8 | CLIFFORD W. BEERS GUIDANCE CLINIC, INC. 403(B) THRIFT PLAN OF CLIFFORD W. BEERS GUIDANCE CLINIC, INC. | NEW HAVEN CT | 242 | $7.5M | $3K |
| 9 | FCP, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FCP, INC. | LAWRENCE MA | 192 | $4.7M | $3K |
| 10 | BOONE TRANSPORTATION, INC. BOONE TRANSPORTATION, INC. RETIREMENT PLAN | ANTHONY NM | 126 | $4.5M | $3K |
