Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Pioneer Pioneer Bond Y N/R 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | MORGANTOWN WV | 32,450 | $1.8B | $8.5M |
| 2 | WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN | MORGANTOWN WV | 2,079 | $392.4M | $3.4M |
| 3 | WVU HEALTH SYSTEM |
MORGANTOWN WV |
| 2,091 |
| $327.7M |
| $2.5M |
| 4 | WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN | MORGANTOWN WV | 4,036 | $255.4M | $1.0M |
| 5 | ALLIED HEALTH SOLUTIONS, LLC ALLIED HEALTH SOLUTIONS, LLC 401(K) RETIREMENT SAVINGS PLAN | MORGANTOWN WV | 332 | $12.1M | $109K |
