Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Pioneer Investments in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | REFAC OPTICAL GROUP REFAC OPTICAL GROUP 401(K) PLAN | BLACKWOOD NJ | 542 | $22.3M | $2.0M |
| 2 | INTERNATIONAL FOUNDATION FOR ELECTORAL SYSTEMS IFES 401K PLAN | ARLINGTON VA | 165 | $30.7M | $164K |
| 3 | KANA PIPELINE, INC. KANA PIPELINE, INC. 401(K) PROFIT SHARING PLAN |
RIVERSIDE CA |
| 171 |
| $15.3M |
| $124K |
| 4 | FOUNDATION SOURCE PHILANTHROPIC SERVICES, INC. FOUNDATION SOURCE 401(K) PLAN | FAIRFIELD CT | 215 | $15.9M | $41K |
| 5 | FLORENCE CRITTENTON SERVICES OF ORANGE COUNTY, INC. THE CONTRACTORS RETIREMENT PLAN | FULLERTON CA | 204 | $263K | $903 |
