Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Core Plus Bond Fund Fee Class R1 " in their Schedule of Assets, totaling $3.7M 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 | INTERNATIONAL SERVICES, INC. INTERNATIONAL SERVICES, INC. 401(K) PLAN | ARLINGTON HEIGHTS IL | 623 | $32.2M | $928K |
| 2 | TWINSTAR CREDIT UNION TWINSTAR CREDIT UNION PROFIT SHARING AND 401(K) SALARY REDUCTION PLAN | OLYMPIA WA | 804 | $85.7M | $748K |
| 3 | ELIAS, ELLIOTT, LAMPASI, FEHN, HARRIS, AND NGUYEN A DENTAL PRACTICE, I |
RIVERSIDE CA |
| 114 |
| $5.6M |
| $499K |
| 4 | CAPITAL HEALTH SERVICES, INC. CAPITAL HEALTH SERVICES, INC. SAVINGS PLAN & TRUST | MIAMISBURG OH | 538 | $8.8M | $317K |
| 5 | PROCESS DISPLAYS, LLC PROCESS DISPLAYS, LLC 401(K) PLAN | MINNEAPOLIS MN | 242 | $39.2M | $313K |
| 6 | PHARMA-BIO SERV PR, INC. PHARMA-BIO SERV PR, INC. RETIREMENT PLAN | DORADO PR | 52 | $4.8M | $310K |
| 7 | PHARMA-BIO SERV PR, INC. PHARMA-BIO SERV PR, INC. RETIREMENT PLAN | DORADO PR | 52 | $4.8M | $310K |
| 8 | DOBER CHEMICAL CORPORATION DOBER CHEMICAL CORPORATION EMPLOYEES' 401(K) PLAN | WOODRIDGE IL | 132 | $23.2M | $92K |
| 9 | METAMETRICS, INC. METAMETRICS, INC. RETIREMENT PLAN | DURHAM NC | 74 | $12.4M | $92K |
| 10 | TRANS-TECH ENERGY, LLC TRANS-TECH ENERGY, LLC 401K PLAN | MCGREGOR TX | 577 | $26.2M | $66K |
