Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Pioneer Pioneer Bond K Fund in their Schedule of Assets, totaling $4.9M 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 | PHOENIX CLOSURES, INC. PHOENIX CLOSURES, INC. 401(K) SALARY DEFERRAL PROFIT SHARING PLAN AND TRUST | AURORA IL | 175 | $43.3M | $1.9M |
| 2 | WATERS & KRAUS, LLP WATERS & KRAUS, L.L.P. RETIREMENT PLAN | DALLAS TX | 98 | $28.7M | $1.2M |
| 3 | ARTIS SENIOR LIVING, LLC |
MCLEAN VA |
| 929 |
| $30.2M |
| $789K |
| 4 | ROADSAFE TRAFFIC SYSTEMS ROADSAFE TRAFFIC SYSTEMS, INC. 401(K) PLAN | ROMEOVILLE IL | 2,153 | $59.5M | $511K |
| 5 | NAVY MUTUAL AID ASSOCIATION NAVY MUTUAL AID ASSOCIATION EMPLOYEE'S 401(K) PLAN | ARLINGTON VA | 121 | $18.7M | $436K |
| 6 | PHOENIX CLOSURES, INC. PHOENIX CLOSURES WEST 401(K) PLAN | AURORA IL | 308 | $11.2M | $27K |
| 7 | VIEW HOMES INCORPORATED VIEW HOMES, INC. 401(K) PLAN | COLORADO SPRINGS CO | 173 | $12.2M | $10K |
| 8 | MERCHANTWISE SOLUTIONS, LLC. HUNGERRUSH 401(K) PLAN | HOUSTON TX | 361 | $12.1M | $3K |
