Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fa Total Bond Z Mutual Fund 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 | BEAZLEY USA SERVICES, INC. BEAZLEY USA SERVICES, INC. 401(K) PLAN | WEST HARTFORD CT | 990 | $160.9M | $1.5M |
| 2 | REPLIGEN CORPORATION REPLIGEN 401(K) SAVINGS PLAN | WALTHAM MA | 1,126 | $86.6M | $750K |
| 3 | FORM TECHNOLOGIES, INC. FORM TECHNOLOGIES 401(K) PLAN |
CHARLOTTE NC |
| 1,250 |
| $159.0M |
| $480K |
| 4 | SIMS-LOHMAN, INC. SIMS-LOHMAN, INC. 401(K) PLAN | CINCINNATI OH | 694 | $25.8M | $454K |
| 5 | INGENUS PHARMACEUTICALS, LLC INGENUS PHARMACEUTICALS, LLC 401(K) PROFIT SHARING PLAN | ORLANDO FL | 343 | $20.5M | $292K |
| 6 | CHIRON AMERICA, INC. CHIRON AMERICA, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 82 | $12.2M | $249K |
| 7 | ATX NETWORKS (DALLAS) CORP. ATX NETWORKS 401(K) PLAN | DULUTH GA | 112 | $27.9M | $163K |
| 8 | KAHALA BRANDS, INC. KAHALA BRANDS 401(K) PLAN | SCOTTSDALE AZ | 423 | $32.9M | $18K |
