Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Pioneer Bond K Pooled separate account in their Schedule of Assets, totaling $1.4M 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 | SOUTHWEST HEALTH SYSTEM INC. SOUTHWEST HEALTH SYSTEM INC. EMPLOYEE RETIREMENT PLAN | CORTEZ CO | 463 | $24.3M | $843K |
| 2 | BOA TECHNOLOGY INC. BOA RETIREMENT SAVINGS PLAN | DENVER CO | 140 | $21.2M | $335K |
| 3 | CARPENTER INDUSTRIES INC. CARPENTER INDUSTRIES INC. 401K PLAN |
CONCORD NC |
| 142 |
| $10.2M |
| $153K |
| 4 | KOINONIA FOSTER HOMES INC. KOINONIA FOSTER HOMES 401K PLAN | LOOMIS CA | 302 | $10.1M | $40K |
