Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Core Bond R1 Fund in their Schedule of Assets, totaling $294K 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 | STEAK N SHAKE INC. THE STEAK 'N SHAKE 401(K) SAVINGS PLAN | INDIANAPOLIS IN | 1,052 | $17.5M | $138K |
| 2 | PROCEDE SOFTWARE LP PROCEDE SOFTWARE 401(K) PLAN | SOLANA BEACH CA | 132 | $8.7M | $93K |
| 3 | CANAL STREET BREWING CO. LLC DBA FOUNDERS BREWING COMPANY FOUNDERS BREWING COMPANY 401(K) PROFIT SHARING PLAN |
GRAND RAPIDS MI |
| 472 |
| $38.1M |
| $62K |