Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Core Bond Fund " in their Schedule of Assets, totaling $24.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A MASTER TRUST FOR THE INVESTMENT - INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES, TIP AND THE JOHN HANCOCK SAVINGS AND INVESTMENT PLAN, SIP | BOSTON MA | — | $2.5B | $17.7M |
| 2 | NEW-INDY CONTAINERBOARD, LLC NEW INDY CONTAINER BOARD PACKAGING 401(K) RETIREMENT PLAN | ONTARIO CA | 1,024 | $56.2M | $2.1M |
| 3 |
SOUTH PASADENA CA |
| 471 |
| $17.3M |
| $393K |
| 4 | PLEASANT VALLEY HOSPITAL PLEASANT VALLEY HOSPITAL EMPLOYEES' 403(B) PLAN | POINT PLEASANT WV | 322 | $19.6M | $391K |
| 5 | ADENA HEALTH SYSTEM ADENA HEALTH SYSTEM TAX DEFERRED ANNUITY/MATCHED SAVINGS PLAN | CHILLICOTHE OH | 4,838 | $240.5M | $365K |
| 6 | INSTITUTE FOR THE REDESIGN OF LEARNING INSTITUTE FOR THE REDESIGN OF LEARNING 403(B) PROFIT/GAIN SHARING PLAN | SOUTH PASADENA CA | 299 | $8.9M | $341K |
| 7 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN | TAMPA FL | 0 | $40.9M | $335K |
| 8 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $331K |
| 9 | LRK INC. LRK INC. 401(K) PLAN | MEMPHIS TN | 119 | $25.6M | $290K |
| 10 | HOSPICE OF HENDERSON COUNTY, INC. HOSPICE OF HENDERSON COUNTY, INC. RETIREMENT PLAN | FLAT ROCK NC | 446 | $11.8M | $276K |
