Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Thompson Bond Fund " in their Schedule of Assets, totaling $4.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE NEUROMEDICAL CENTER, INC. THE NEUROMEDICAL CENTER, INC. PROFIT SHARING PLAN | BATON ROUGE LA | 181 | $51.6M | $2.2M |
| 2 | KASA COMPANIES, INC. AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. | SALINA KS | 134 | $17.6M | $644K |
| 3 | LOGISTEC USA INC. LOGISTEC USA INC. 401(K) RETIREMENT PLAN |
BALTIMORE MD |
| 394 |
| $22.1M |
| $374K |
| 4 | FMR LLC FIDELITY RETIREMENT SAVINGS PLAN | BOSTON MA | 68,838 | $34.2B | $316K |
| 5 | HOWARD/STEIN-HUDSON ASSOCIATES, INC HOWARD STEIN HUDSON 401(K) PLAN | BOSTON MA | 96 | $16.4M | $304K |
| 6 | MARSH PUERTO RICO, INC. MARSH PUERTO RICO, INC. SALARY SAVINGS PLAN | GUAYNABO PR | 72 | $16.8M | $141K |
| 7 | PEASE BELL CPAS, LLC PEASE BELL CPAS, LLC 401(K) PROFIT SHARING PLAN | CLEVELAND OH | 115 | $15.1M | $71K |
| 8 | B. FERNANDEZ & HNOS., INC. B. FERNANDEZ & HNOS., INC. RETIREMENT SAVINGS PLAN | SAN JUAN PR | 950 | $28.0M | $69K |
| 9 | WILBRAHAM AND MONSON ACADEMY WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | WILBRAHAM MA | 127 | $30.4M | $50K |
| 10 | CALEDONIA HAULERS, INC. CALEDONIA HAULERS, INC. PROFIT SHARING PLAN | CALEDONIA MN | 342 | $12.3M | $49K |
