Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Pioneer Pioneer Fundamental Gr Y in their Schedule of Assets, totaling $16.1M 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 | FROEDTERT SOUTH, INC. FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN | KENOSHA WI | 2,347 | $89.2M | $6.5M |
| 2 | JAROS, BAUM & BOLLES CONSULTING ENGINEERS LLP JAROS, BAUM & BOLLES EMPLOYEES 401(K) SAVINGS PLAN | NEW YORK NY | 348 | $77.9M | $6.2M |
| 3 | FROEDTERT SOUTH, INC. |
KENOSHA WI |
| 2,131 |
| $30.2M |
| $1.5M |
| 4 | ST. ROSE HOSPITAL ST. ROSE HOSPITAL 403(B) SAVINGS PLAN | HAYWARD CA | 710 | $63.5M | $1.3M |
| 5 | S.L.S. HOLDING COMPANY INC. S.L.S. HOLDING COMPANY INC. RETIREMENT PLAN | BIRMINGHAM AL | 98 | $8.6M | $362K |
| 6 | ENTERPRISE DEVELOPMENT AUTHORITY DBA HARD ROCK HOTEL & CASINO SACRAMEN HARD ROCK SACRAMENTO RETIREMENT PLAN | WHEATLAND CA | 1,043 | $19.2M | $263K |
