Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MassMutual SAGIC Diversified Bond I*** in their Schedule of Assets, totaling $8.4M 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 | INNOVACARE SERVICES COMPANY, LLC INNOVACARE SERVICES COMPANY, LLC SAVINGS AND PROFIT SHARING PLAN | ORLANDO FL | 878 | $62.6M | $6.0M |
| 2 | SMITH BROTHERS INSURANCE, LLC SMITH BROTHERS INSURANCE, LLC 401(K) RETIREMENT PLAN | GLASTONBURY CT | 222 | $29.1M | $1.9M |
| 3 | HBPO NORTH AMERICA, INC. |
TROY MI |
| 192 |
| $8.6M |
| $559K |