Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Pioneer in their Schedule of Assets, totaling $50.7M 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 | HCC INSURANCE HOLDINGS, INC. HCC INSURANCE HOLDINGS, INC. 401(K) PLAN | HOUSTON TX | 2,750 | $560.6M | $30.0M |
| 2 | EASTERN RESEARCH GROUP, INC. EASTERN RESEARCH GROUP, INC. CASH OR DEFERRED PROFIT SHARING PLAN | CONCORD MA | 731 | $217.6M | $4.9M |
| 3 | CHECKERED FLAG MOTOR CAR COMPANY, INC. |
VIRGINIA BEACH VA |
| 578 |
| $32.2M |
| $2.9M |
| 4 | HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. 403(B) PLAN | NEW YORK NY | 234 | $35.9M | $2.1M |
| 5 | VIAFLEX, INC. VIAFLEX 401(K) PLAN | SIOUX FALLS SD | 455 | $32.9M | $2.1M |
| 6 | ACE RELOCATION SYSTEMS, INC. ACE RELOCATION SYSTEMS, INC. SAVINGS PLAN | SAN DIEGO CA | 249 | $20.9M | $1.6M |
| 7 | MEDICAL FACULTY ASSOCIATES, INC. MEDICAL FACULTY ASSOCIATES 403(B) PLAN | WASHINGTON DC | 1,567 | $345.1M | $1.2M |
| 8 | HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. HADASSAH RETIREMENT PLAN | NEW YORK NY | 211 | $21.2M | $1.2M |
| 9 | ASSOCIATED CLINIC OF PSYCHOLOGY, INC. ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN | MINNEAPOLIS MN | 259 | $19.2M | $1.0M |
| 10 | BOOT BARN, INC. BOOT BARN 401(K) PLAN | IRVINE CA | 13,011 | $46.2M | $806K |
