Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Federated Total Return Bond Fund Mutual fund in their Schedule of Assets, totaling $4.4M 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 | BROADWAY BANCSHARES, INC. BROADWAY BANCSHARES, INC. PROFIT SHARING 401(K) PLAN | SAN ANTONIO TX | 662 | $120.9M | $3.4M |
| 2 | AUTO PARTS MANUFACTURING MISSISSIPPI AUTO PARTS MANUFACTURING MISSISSIPPI 401(K) PLAN | GUNTOWN MS | 483 | $11.7M | $741K |
| 3 | NEW JERSEY INSTITUTE FOR DISABILITIES |
EDISON NJ |
| 272 |
| $37.2M |
| $226K |
| 4 | HEARTVIEW FOUNDATION HEARTVIEW FOUNDATION 401(K) PROFIT SHARING PLAN | BISMARCK ND | 162 | $6.6M | $76K |