Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Mass Mutual Sagic Diversified Bond II in their Schedule of Assets, totaling $36.5M 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 | GRESHAM SMITH GRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | NASHVILLE TN | 1,211 | $224.7M | $14.9M |
| 2 | PARKER POE ADAMS & BERNSTEIN LLP THE PARKER POE ADAMS & BERNSTEIN LLP 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 491 | $206.6M | $13.0M |
| 3 | BARRIOS TECHNOLOGY |
HOUSTON TX |
| 816 |
| $135.3M |
| $8.7M |
