Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Pioneer Bond K Registered investment company in their Schedule of Assets, totaling $6.9M 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 | FINANCIAL PARTNERS CREDIT UNION FINANCIAL PARTNERS CREDIT UNION EMPLOYEES' 401(K) SAVINGS PLAN | DOWNEY CA | 294 | $38.1M | $3.7M |
| 2 | CONSENSUS CLOUD SERVICES LLC CONSENSUS RETIREMENT PLAN | LOS ANGELES CA | 401 | $44.5M | $1.2M |
| 3 | COCHRAN, INC. COCHRAN INC. 401(K) PLAN |
SEATTLE WA |
| 232 |
| $39.7M |
| $812K |
| 4 | HEARTLAND REALTY INVESTORS, INC. HEARTLAND REALTY INVESTORS, INC. PROFIT SHARING PLAN & TRUST | MINNEAPOLIS MN | 119 | $8.1M | $323K |
| 5 | SAFRAN CABIN INC. SAFRAN CABIN INC. 401(K) SAVINGS PLAN | COSTA MESA CA | 1,711 | $235.3M | $261K |
| 6 | ESSENTIAL BAKING COMPANY, INC. ESSENTIAL BAKING COMPANY, INC. 401(K) PLAN | SEATTLE WA | 166 | $2.8M | $158K |
| 7 | VOLEON CAPITAL MANAGEMENT LP VOLEON CAPITAL MANAGEMENT LP 401(K) PLAN | BERKELEY CA | 285 | $35.6M | $121K |
| 8 | DNANEXUS, INC. DNANEXUS, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 147 | $16.3M | $97K |
| 9 | INFOSEND, INC. INFOSEND, INC. 401(K) PROFIT SHARING PLAN | ANAHEIM CA | 202 | $9.8M | $66K |
| 10 | THE 615 GROUP, LLC THE 615 GROUP 401(K) PLAN | NASHVILLE TN | 274 | $6.3M | $51K |
