Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding CORE PLUS BOND FD - R1 in their Schedule of Assets, totaling $1.9M 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 | GRASS VALLEY USA, LLC GRASS VALLEY 401K PLAN | NEVADA CITY CA | 89 | $36.0M | $489K |
| 2 | SAFE BOATS INTERNATIONAL, LLC SAFE FUTURE 401(K) PLAN | BREMERTON WA | 257 | $14.9M | $293K |
| 3 | H GREGORY 1 INC. H GREG 401(K) PLAN | DORAL FL |
| 637 |
| $5.1M |
| $242K |
| 4 | WORLDWIDE EQUIPMENT ENTERPRISES WORLDWIDE EQUIPMENT ENTERPRISES, INC. EMPLOYEES SAVINGS | KNOXVILLE TN | 798 | $31.6M | $223K |
| 5 | N.S. INTERNATIONAL, LTD. N.S. INTERNATIONAL, LTD. 401(K) PLAN | TROY MI | 196 | $41.3M | $163K |
| 6 | INCIPE, LLC DBA HAWK FORD OF OAK INCIPE, LLC DBA HAWK FORD OF OAK LAWN 401(K) PLAN | WESTMONT IL | 398 | $11.4M | $149K |
| 7 | WEST JEFF AUTO SALES WEST JEFF AUTO SALES D/B/A HAWK AUTO 401(K) PLAN | WESTMONT IL | 522 | $16.5M | $114K |
| 8 | SECURONIX, INC. SECURONIX, INC. 401(K) PROFIT SHARING PLAN | PLANO TX | 197 | $14.4M | $76K |
| 9 | FEIST WATSON ENTERPRISES FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN | MISSOULA MT | 195 | $18.9M | $36K |
| 10 | ESCO CONSTRUCTION COMPANY ESCO CONSTRUCTION CO. 401(K) PROFIT SHARING PLAN | EVERGREEN CO | 188 | $5.0M | $35K |
