Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Mercer US Bond Index Fund in their Schedule of Assets, totaling $9.8M 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 | HERITAGE DISTRIBUTION HOLDINGS OPCO LLC HERITAGE DISTRIBUTION HOLDINGS 401(K) PLAN | ATLANTA GA | 1,165 | $89.3M | $2.2M |
| 2 | AEGIS THERAPIES, INC. THE 401(K) PLAN SPONSORED BY AEGIS THERAPIES | FORT SMITH AR | 4,471 | $123.5M | $2.1M |
| 3 | TIAA, FSB TO BE KNOWN AS EVERBANK, N.A. |
JACKSONVILLE FL |
| 1,576 |
| $42.9M |
| $1.9M |
| 4 | SYNAGRO TECHNOLOGIES INC. SYNAGRO TECHNOLOGIES INC. 401(K) PLAN | BALTIMORE MD | 1,041 | $76.7M | $1.3M |
| 5 | SOLSTICE CONSULTING, LLC DBA KIN AND CARTA KIN AND CARTA 401(K) PLAN | CHICAGO IL | 0 | $54.6M | $794K |
| 6 | ALTASCIENCES USA LLC ALTASCIENCES USA LLC 401(K) PLAN | EVERETT WA | 1,187 | $48.5M | $605K |
| 7 | GREAT WESTERN MALTING CO. GREAT WESTERN MALTING CO. SAVINGS PLAN AND TRUST | VANCOUVER WA | 288 | $31.2M | $357K |
| 8 | COVORO MINING SOLUTIONS LLC COVORO MINING SOLUTIONS 401(K) PLAN | MEMPHIS TN | 190 | $27.7M | $286K |
| 9 | HEALTHCARE EMPLOYEE SERVICES, LLC / PHYSICAL REHABILITATION NETWORK PRNPT 401(K) PLAN | FRISCO TX | 2,418 | $46.3M | $235K |
| 10 | CHARLES ROSS & SON COMPANY CHARLES ROSS & SON COMPANY 401(K) PLAN | HAUPPAUGE NY | 137 | $12.8M | $72K |
