Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Pioneer Bond K in their Schedule of Assets, totaling $10.7M 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 | SUMMIT MATERIALS LLC SUMMIT MATERIALS 401(K) RETIREMENT PLAN | DENVER CO | 6,565 | $468.9M | $8.4M |
| 2 | HGL-LBM HOLDINGS LLC LAVALLEY BUILDING SUPPLY PROFIT SHARING PLAN | NEWPORT NH | 422 | $44.3M | $1.9M |
| 3 | GAINSCO, INC. GAINSCO, INC. 401(K) PLAN |
RICHARDSON TX |
| 614 |
| $33.3M |
| $246K |
| 4 | HPM FOUNDATION, INC. DBA HEALTHPROMED HPM FOUNDATION, INC. DBA HEALTHPROMED RETIREMENT PLAN | SAN JUAN PR | 243 | $3.4M | $131K |
| 5 | DIVERZIFY INTERMEDIATE LLC DIVERZIFY INVESTMENT PLAN | ITASCA IL | 793 | $23.0M | $15K |
| 6 | CHILDREN AND FAMILIES FIRST CHILDREN AND FAMILIES FIRST 401(A) MPP PLAN | GREENSBORO NC | 342 | $6.1M | $9K |
| 7 | DATA SEARCH NY INC. DBA TRAKAMERICA DATA SEARCH NY INC. 401(K) PLAN | BONITA SPRINGS FL | 321 | $8.4M | $12 |
