Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Pioneer Bond Y Mutual fund in their Schedule of Assets, totaling $8.2M 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 | THE OKONITE COMPANY INC. THE OKONITE COMPANY 401(K) SAVINGS PLAN | RAMSEY NJ | 727 | $86.6M | $4.8M |
| 2 | ENCINO ENERGY, LLC ENCINO ENERGY 401(K) PLAN | HOUSTON TX | 270 | $52.7M | $821K |
| 3 | JC RESORTS LLC JC RESORTS LLC 401(K) BENEFIT PLAN |
LA JOLLA CA |
| 1,375 |
| $32.6M |
| $747K |
| 4 | SUNFLOWER ELECTRIC POWER CORPORATION SUNFLOWER ELECTRIC POWER CORPORATION 401(K) PLAN | HAYS KS | 460 | $51.6M | $556K |
| 5 | CRAMER PRODUCTION BUSINESS TRUST CRAMER PRODUCTION EMPLOYEE'S 401(K) PLAN | NORWOOD MA | 112 | $30.2M | $510K |
| 6 | LONE STAR AEROSPACE, INC. LONE STAR AEROSPACE, INC. RETIREMENT SAVINGS PLAN | ADDISON TX | 129 | $17.2M | $271K |
| 7 | PLYMOLD CO. PLYMOLD 401(K) SAVINGS PLAN | KENYON MN | 101 | $8.6M | $240K |
| 8 | INGO MONEY, INC INGO MONEY, INC 401(K) PLAN | ALPHARETTA GA | 208 | $14.1M | $90K |
| 9 | WEG ELECTRIC CORP. WEG ELECTRIC CORP. RETIREMENT READINESS 401(K) PLAN | BLUFFTON IN | 259 | $5.0M | $89K |
| 10 | SAN GABRIEL TRANSIT, INC. AND AFFILIATES SAN GABRIEL TRANSIT & AFFILIATES 401(K) RETIREMENT PLAN | EL MONTE CA | 974 | $1.0M | $58K |
