Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Pioneer Bond Fund Class Y - in their Schedule of Assets, totaling $8.9M 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 | NORTHERN CALIFORNIA SHEET METAL WORKERS HEALTH CARE PLAN NORTHERN CALIFORNIA SHEET METAL WORKERS HEALTH CARE PLAN | SAN RAMON CA | 996 | $43.8M | $2.3M |
| 2 | TL NEXLEVEL, LLC TL NEXLEVEL 401(K) PLAN | MAPLE LAKE MN | 799 | $35.1M | $1.4M |
| 3 | STRATASYS, INC. STRATASYS, INC. 401(K) SALARY SAVINGS PLAN |
EDEN PRAIRIE MN |
| 838 |
| $179.0M |
| $1.4M |
| 4 | PREMIER CUSTOM-BUILT, INC. PREMIER CUSTOM-BUILT, INC. 401(K) PROFIT SHARING PLAN | NEW HOLLAND PA | 126 | $18.2M | $1.3M |
| 5 | VANGUARD LOGISTICS SERVICES (USA), INC. VANGUARD LOGISTICS SERVICES (USA) INC. 401(K) PROFIT SHARING PLAN | CYPRESS CA | 397 | $53.4M | $757K |
| 6 | MORAVIAN ACADEMY MORAVIAN ACADEMY 403(B) DC PLAN | BETHLEHEM PA | 223 | $46.3M | $611K |
| 7 | SERVICE FILTRATION CORPORATION SERVICE FILTRATION CORPORATION 401(K) PLAN | NORTHBROOK IL | 209 | $15.4M | $527K |
| 8 | WHEELING UNIVERSITY WHEELING JESUIT UNIVERSITY DEFINED CONTRIBUTION PLAN | WHEELING WV | 140 | $43.4M | $391K |
| 9 | VEROS CREDIT LLC VEROS CREDIT, LLC 401(K) PLAN | SANTA ANA CA | 242 | $11.5M | $211K |
| 10 | EMERY & SONS CONSTRUCTION GROUP, LLC EMERY & SONS CONSTRUCTION GROUP, LLC RETIREMENT AND SAVINGS PLAN | SALEM OR | 220 | $32.6M | $21K |
