Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Sagic Diversified Bond II - # in their Schedule of Assets, totaling $103.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PLUMBERS & STEAMFITTERS LOCAL 21 PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN | PEEKSKILL NY | 1,673 | $183.0M | $70.8M |
| 2 | BOARD OF TRUSTEES OF PLUMBERS & STEAMFITTERS LOCAL 373 U.A. ANNUITY FU LOCAL UNION 373 U.A. ANNUITY FUND | MOUNTAINVILLE NY | 581 | $47.8M | $7.1M |
| 3 | TROY GROUP, INC. |
WHEELING WV |
| 114 |
| $15.4M |
| $5.1M |
| 4 | FLORIDA FRUIT & VEGETABLE ASSOCIATION FLORIDA FRUIT & VEGETABLE ASSOCIATION EMPLOYEE RETIREMENT PLAN | MAITLAND FL | 164 | $42.7M | $4.7M |
| 5 | JOINT BOARD OF TRUSTEES OF NECA IBEW LOCAL 1701 PEN. BEN. TRST FUN NECA-IBEW LOCAL UNION 1701 PENSION BENEFIT TRUST FUND | LANSING MI | 460 | $72.6M | $3.8M |
| 6 | BOARD OF TRUSTEES OF THE NORTHERN OHIO LABORERS PSAP NORTHERN OHIO LABORERS' PROFIT SHARING ANNUITY PLAN | HOLLAND OH | 1,180 | $35.9M | $3.7M |
| 7 | TY, INC. TY, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN & TRUST | WESTMONT IL | 195 | $22.2M | $3.0M |
| 8 | BARFIELD, INC. BARFIELD, INC. 401(K) SAVINGS PLAN | MIAMI FL | 421 | $20.0M | $2.8M |
| 9 | JOHN J JERUE TRUCK BROKER, INC. JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN | LAKELAND FL | 170 | $25.2M | $2.7M |
