Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Pioneer Bond Y Fund - in their Schedule of Assets, totaling $20.7M 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 | INDEPENDENT PHYSICIANS RESOURCE, INC. INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN | ATLANTA GA | 1,606 | $84.4M | $13.1M |
| 2 | BOUMA GROUP, INC. BOUMA GROUP, INC. RETIREMENT PLAN | GRAND RAPIDS MI | 194 | $31.4M | $3.5M |
| 3 | LIMONEIRA COMPANY LIMONEIRA 401(K) PLAN |
SANTA PAULA CA |
| 238 |
| $26.4M |
| $1.2M |
| 4 | SENECA GAMING CORPORATION SENECA GAMING CORPORATION 401(K) PLAN | NIAGARA FALLS NY | 4,088 | $123.2M | $1.1M |
| 5 | VERITA TELECOMMUNICATIONS CORPORATION VTC 401(K) PLAN | PLYMOUTH MI | 423 | $8.4M | $540K |
| 6 | THE NORTH HIGHLAND COMPANY LLC THE NORTH HIGHLAND COMPANY 401(K) PLAN | ATLANTA GA | 816 | $146.1M | $432K |
| 7 | HA INTERNATIONAL, LLC HA INTERNATIONAL, LLC RETIREMENT SAVINGS PLAN | WESTMONT IL | 130 | $27.5M | $414K |
| 8 | HELSINN THERAPEUTICS (U.S.), INC. HELSINN THERAPEUTICS (U.S.), INC. 401(K) PLAN | ISELIN NJ | 41 | $17.3M | $281K |
| 9 | QSRSOFT, LLC THE QUMULUS 401(K) PLAN | LOMBARD IL | 128 | $19.7M | $160K |
| 10 | ANSAY & ASSOCIATES, LLC ANSAY & ASSOCIATES, LLC 401(K) PLAN | PORT WASHINGTON WI | 248 | $30.1M | $44K |
