Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Massmutual Sagic Diversified Bond II in their Schedule of Assets, totaling $53.1M 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 | LLOYDS BANK CORPORATE MARKETS PLC LLOYDS BANK CORPORATE MARKETS PLC 401(K) PLAN | NEW YORK NY | 210 | $130.2M | $16.1M |
| 2 | MAX CREDIT UNION MAX CREDIT UNION CAPITAL ACCUMULATION PLAN | MONTGOMERY AL | 291 | $57.3M | $14.9M |
| 3 | VALUE LINE INC VALUE LINE, INC. PROFIT SHARING AND SAVINGS PLAN |
NEW YORK NY |
| 112 |
| $22.6M |
| $9.4M |
| 4 | BRINKMANN INSTRUMENTS, INC. DBA METROHM USA, INC. METROHM USA, INC. AND ITS AFFILIATED COMPANIES 401(K) PLAN | RIVERVIEW FL | 386 | $58.1M | $5.2M |
| 5 | INTEGRA TECHNOLOGIES INC. INTEGRA TECHNOLOGIES 401(K) SAVINGS PLAN | WICHITA KS | 448 | $33.6M | $3.8M |
| 6 | COLUMBUS US, INC. COLUMBUS 401(K) PLAN | MINNEAPOLIS MN | 42 | $12.7M | $1.4M |
| 7 | CLEARVIEW FEDERAL CREDIT UNION CLEARVIEW FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | MOON TOWNSHIP PA | 393 | $27.3M | $888K |
| 8 | HBPO NORTH AMERICA, INC. HBPO NORTH AMERICA, INC. 401(K) PLAN | TROY MI | 192 | $8.6M | $662K |
| 9 | HORIZON FOREST PRODUCTS, L.P. HORIZON FOREST PRODUCTS, L.P. 401(K) PLAN | RALEIGH NC | 303 | $20.9M | $505K |
| 10 | ARCHITECTURAL WOODS, L.P. ARCHITECTURAL WOODS, L.P. 401(K) PLAN | TACOMA WA | 108 | $5.9M | $220K |
