Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Pioneer Fdmtl Grth Y in their Schedule of Assets, totaling $15.5M 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 | STANADYNE LLC STANADYNE LLC SAVINGS PLUS PLAN | JACKSONVILLE SC | 418 | $62.9M | $12.6M |
| 2 | K2 INTELLIGENCE, LLC K2 INTEGRITY 401(K) PLAN | NEW YORK NY | 262 | $27.9M | $2.5M |
| 3 | CUSTOMIZED DISTRIBUTION SERVICES, INC. CUSTOMIZED DISTRIBUTION SERVICES, INC. 401(K) PLAN |
WHARTON NJ |
| 1,051 |
| $9.6M |
| $438K |
