Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FH IS High Yld BD IS in their Schedule of Assets, totaling $2.3M 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 | SUN CAPITAL ADVISORS, LP SUN CAPITAL ADVISORS, LP 401(K) PLAN | BOCA RATON FL | 64 | $17.8M | $1.9M |
| 2 | KEYNETICS, INC. KEYNETICS, INC. 401(K) PLAN | BOISE ID | 138 | $24.7M | $186K |
| 3 | THIRTY-ONE GIFTS, LLC THIRTY-ONE GIFTS 401(K) PLAN |
| 115 |
| $12.1M |
| $111K |
| 4 | ASPEN GROUP, INC. ASPEN GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | PHOENIX AZ | 670 | $5.7M | $103K |
