Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Core Bond Fund Pooled separate account in their Schedule of Assets, totaling $4.1M 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 | METHODIST HEALTH, INC. METHODIST HOSPITAL, INC. 403(B) PLAN | HENDERSON KY | 0 | $22.7M | $1.5M |
| 2 | NORTH PLATTE PHYSICAL THERAPY SERVICES, INC. NORTH PLATTE PHYSICAL THERAPY SERVICES, INC. PROFIT SHARING PLAN | DOUGLAS WY | 116 | $22.8M | $949K |
| 3 | CHAPMAN MANAGEMENT CORPORATION |
HORSHAM PA |
| 507 |
| $38.0M |
| $595K |
| 4 | ALLEN ORGAN COMPANY LLC ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN | MACUNGIE PA | 129 | $19.0M | $323K |
| 5 | OREGON SHAKESPEARE FESTIVAL ASSOCIATION OREGON SHAKESPEARE FESTIVAL ASSOCIATION 403(B) PLAN | ASHLAND OR | 385 | $7.4M | $178K |
| 6 | CONCEPT SYSTEMS, INC. CONCEPT SYSTEMS, INC. 401(K) PLAN | ALBANY OR | 64 | $11.0M | $176K |
| 7 | FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA 403(B) THRIFT PLAN FOR EMPLOYEES OF FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA | SARASOTA FL | 191 | $10.3M | $127K |
| 8 | NORTHWEST COLORADO VISTING NURSE ASSOCIATION NORTHWEST COLORADO HEALTH RETIREMENT PLAN | STEAMBOAT SPRINGS CO | 167 | $7.7M | $66K |
| 9 | ROCKBRIDGE CAPITAL, LLC ROCKBRIDGE CAPITAL LLC 401K PLAN | COLUMBUS OH | 114 | $35.9M | $42K |
| 10 | CHAPMAN AUTOMOTIVE GROUP, L.L.C. CHAPMAN AUTOMOTIVE GROUP 401(K) PLAN AND TRUST | CHANDLER AZ | 1,863 | $94.3M | $29K |
