Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Pioneer Investments Pioneer Bond K # in their Schedule of Assets, totaling $1.3M 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 | UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN | LOUISVILLE KY | 3,232 | $161.0M | $776K |
| 2 | UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN | LOUISVILLE KY | 421 | $111.3M | $335K |
| 3 | QVALE AUTO GROUP, INC. |
SOUTH SAN FRANCISCO CA |
| 88 |
| $7.9M |
| $174K |
| 4 | CROSSCOM NATIONAL, LLC CROSSCOM NATIONAL, LLC 401(K) PLAN | BUFFALO GROVE IL | 147 | $7.6M | $23K |
| 5 | OPRONA, INC. DBA ROSEN USA, INC. ROSEN USA 401(K) PLAN | HOUSTON TX | 624 | $47.7M | $13K |
| 6 | HEALTH E SYSTEMS DBA HEALTHESYSTEMS HEALTHESYSTEMS 401(K) PLAN | TAMPA FL | 325 | $46.3M | $11K |
