Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Core Bond Fund in their Schedule of Assets, totaling $125.6M 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 | TRUSTEES OF IRON WKERS' MID-AMERICA SUPPLEMENTAL IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND | LANSING IL | 6,683 | $777.2M | $26.6M |
| 2 | 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 |
| 3 |
BOSTON MA |
| 4,860 |
| $2.4B |
| $16.9M |
| 4 | AMERICAN BUILDERS & CONTRACTORS SUPPLY CO INC ABC SUPPLY COMPANY EMPLOYEES' SAVINGS & RETIREMENT PLAN | BELOIT WI | 19,397 | $1.3B | $16.8M |
| 5 | AUTOLIV ASP, INC AUTOLIV ASP, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | OGDEN UT | 3,908 | $686.8M | $8.0M |
| 6 | BOARD OF TRUSTEES-LOCAL 701 RETIREMENT SAVINGS FUND IBEW LOCAL 701 RETIREMENT SAVINGS FUND | WARRENVILLE IL | 1,734 | $418.6M | $7.2M |
| 7 | THE OHIO NATIONAL LIFE INSURANCE COMPANY CONSTELLATION INSURANCE COMPANY 401(K) AND PROFIT SHARING PLAN | CINCINNATI OH | 817 | $177.0M | $6.2M |
| 8 | ADVANTAGECARE PHYSICIANS, P.C. MASTER TRUST FOR ADVANTAGECARE PHYSICIANS, P.C. DEFINED CONTRIBUTION PLANS | NEW YORK NY | — | $364.5M | $5.0M |
| 9 | IBEW LOCAL 38 401(K) RETIREMENT PLAN IBEW LOCAL 38 401(K) RETIREMENT PLAN | CLEVELAND OH | 2,194 | $168.3M | $3.5M |
| 10 | TRUSTEES OF IBEW LOCAL 531 & NECA MONEY PURCHASE PENSION PLAN IBEW LOCAL 531 & NECA MONEY PURCHASE PENSION PLAN | LAPORTE IN | 805 | $137.1M | $2.6M |
