Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Federated Instl High Yield Bond Instl Mutual fund in their Schedule of Assets, totaling $1.7M 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 | S&K TECHNOLOGIES, INC. S&K TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ST. IGNATIUS MT | 719 | $59.0M | $634K |
| 2 | ALLEGIANCE BENEFIT PLAN MANAGEMENT, INC. ALLEGIANCE BENEFIT PLAN MANAGEMENT, INC. 401(K) PLAN | MISSOULA MT | 677 | $55.3M | $548K |
| 3 | OLD SECOND NATIONAL BANK |
AURORA IL |
| 609 |
| $34.4M |
| $327K |
| 4 | 9 DOT EDUCATION SOLUTIONS, LLC 9DOT 401(K) PLAN | PASADENA CA | 2,009 | $101.7M | $184K |
| 5 | INSTANT BRANDS HOLDINGS INC. INSTANT BRANDS RETIREMENT INCOME PLAN | DOWNERS GROVE IL | 0 | $0 | $4K |
