Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Performance Trust Total Return Bond in their Schedule of Assets, totaling $339K 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 | INTERSTATE & LAKELAND LUMBER CORP. INTERSTATE & LAKELAND LUMBER CORP. 401(K) PLAN | GREENWICH CT | 126 | $29.9M | $173K |
| 2 | STEVEN LABEL LLC STEVEN LABEL 401K PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 204 | $12.1M | $166K |
