Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Pioneer Investments Bond + in their Schedule of Assets, totaling $50.6M 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 | USI INSURANCE SERVICES LLC USI 401(K) PLAN | VALHALLA NY | 10,494 | $1.5B | $50.1M |
| 2 | PORVAIR CORPORATION PORVAIR CORPORATION EMPLOYEE'S INVESTMENT SAVINGS PLAN | HENDERSONVILLE NC | 375 | $48.3M | $411K |
| 3 | BUCHANAN TECHNOLOGIES, INC. BUCHANAN TECHNOLOGIES 401(K) PLAN |
GRAPEVINE TX |
| 275 |
| $8.5M |
| $72K |
