Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Performance Trust Total Return Bd Instl Performance 0 in their Schedule of Assets, totaling $185K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VALLEY TELEPHONE COOPERATIVE, INC. VALLEY TELEPHONE COOPERATIVE COOP. 401(K) RETIREMENT PLAN | RAYMONDVILLE TX | 197 | $13.8M | $185K |
