Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Pioneer Bond K " in their Schedule of Assets, totaling $55.5M 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 | MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH AND DULY HEALTH AND CARE 401(K) PLAN | DOWNERS GROVE IL | 6,585 | $1.1B | $20.2M |
| 2 | SUMMIT MATERIALS LLC SUMMIT MATERIALS 401(K) RETIREMENT PLAN | DENVER CO | 6,565 | $468.9M | $8.4M |
| 3 | COLD SPRING HARBOR LABORATORY |
COLD SPRING HARBOR NY |
| 648 |
| $121.7M |
| $6.6M |
| 4 | COLD SPRING HARBOR LABORATORY COLD SPRING HARBOR LABORATORY TAX DEFERRED ANNUITY PLAN | COLD SPRING HARBOR NY | 1,133 | $114.1M | $4.7M |
| 5 | RISK MANAGEMENT FOUNDATION OF THE HARVARD MEDICAL INSTITUTIONS, INC. RMF 401K RETIREMENT PLAN | BOSTON MA | 174 | $83.9M | $2.5M |
| 6 | HGL-LBM HOLDINGS LLC LAVALLEY BUILDING SUPPLY PROFIT SHARING PLAN | NEWPORT NH | 422 | $44.3M | $1.9M |
| 7 | CONSUMER TECHNOLOGY ASSOCIATION CONSUMER TECHNOLOGY ASSOCIATION 401(K) PLAN | ARLINGTON VA | 154 | $71.6M | $1.7M |
| 8 | ORNL FEDERAL CREDIT UNION ORNL FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | OAK RIDGE TN | 87 | $23.7M | $1.7M |
| 9 | VENTRA SANDUSKY, LLC VENTRA SANDUSKY UNION #1216 401(K) PLAN | URBANA IL | 1,084 | $46.9M | $1.2M |
| 10 | VENTRA IONIA LLC VENTRA IONIA UNION #436 401(K) PLAN | URBANA IL | 981 | $28.2M | $1.0M |
