Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Pioneer Bond K Mutual Funds in their Schedule of Assets, totaling $3.3M 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 | J.H. LYNCH & SONS, INC. LYNCH 401(K) RETIREMENT PLAN | CUMBERLAND RI | 93 | $40.1M | $1.9M |
| 2 | BWT LLC BWT LLC 401K PLAN | GREENVILLE SC | 360 | $14.5M | $592K |
| 3 | LONE STAR CIRCLE OF CARE LONE STAR CIRCLE OF CARE 403(B) EMPLOYEES' RETIREMENT PLAN |
GEORGETOWN TX |
| 741 |
| $29.4M |
| $361K |
| 4 | CHILDRENS DAY SCHOOL CHILDREN'S DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 110 | $17.0M | $187K |
| 5 | BERKELEY BOWL PRODUCE INC BERKELEY BOWL PRODUCE INC 401K PROFIT SHARING PLAN | BERKELEY CA | 544 | $37.4M | $183K |