Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Pioneer Bond Y Registered investment company in their Schedule of Assets, totaling $8.8M 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 | CRASH CHAMPIONS, LLC CRASH CHAMPIONS 401(K) PLAN | RICHARDSON TX | 10,575 | $253.7M | $3.7M |
| 2 | CARE ONE MANAGEMENT, LLC HEALTHBRIDGE MANAGEMENT 401(K) PLAN | FORT LEE NJ | 3,304 | $85.4M | $1.9M |
| 3 | APPLIED AEROSPACE STRUCTURES CORP. APPLIED AEROSPACE 401(K) SAVINGS PLAN |
STOCKTON CA |
| 519 |
| $59.0M |
| $1.0M |
| 4 | PACIFIC OFFICE AUTOMATION, INC. PACIFIC OFFICE AUTOMATION CAPITAL ACCUMULATION PLAN | BEAVERTON OR | 1,160 | $157.4M | $954K |
| 5 | BORREGO ENERGY, LLC BORREGO ENERGY RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 122 | $23.3M | $560K |
| 6 | CASCADE DAFO, INC CASCADE DAFO, INC. 401(K) PROFIT SHARING PLAN | FERNDALE WA | 301 | $30.3M | $469K |
| 7 | MISSON FEDERAL CREDIT UNION MISSION FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN | SAN DIEGO CA | 625 | $100.7M | $163K |
| 8 | SO. CAL. DENTAL PARTNERS, INC. SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN | LAKE FOREST CA | 123 | $3.9M | $19K |
