Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Core Bond in their Schedule of Assets, totaling $3.9M 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 | PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN | MIDDLEBURY VT | 1,039 | $311.8M | $3.6M |
| 2 | INSTITUTE FOR OPERATIONS RESEARCH & THE MANAGEMENT SCIENCES (INFORMS) INFORMS DEFINED CONTRIBUTION RETIREMENT PLAN | CATONSVILLE MD | 42 | $8.9M | $317K |
| 3 | ANMED HEALTH |
ANDERSON SC |
| 3,869 |
| $237.0M |
| $29K |
| 4 | ANMED HEALTH ANMED HEALTH 401(A) RETIREMENT PLAN | ANDERSON SC | 3,906 | $117.2M | $14K |