Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding US HIGH YIELD BOND INDX SL SF CLI in their Schedule of Assets, totaling $7.9M 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 | NAPA MANAGEMENT SERVICES CORPORATION NAPA MANAGEMENT SERVICES CORPORATION 401(K) PLAN | MELVILLE NY | 3,665 | $1.5B | $2.1M |
| 2 | GRAPHIC PACKAGING INTERNATIONAL, LLC GRAPHIC PACKAGING INTL., LLC MASTER TRUST | ATLANTA GA | — | $1.8B | $1.9M |
| 3 | PENSKE AUTOMOTIVE GROUP, INC. |
BLOOMFIELD HILLS MI |
| 13,542 |
| $1.1B |
| $1.3M |
| 4 | INTERNATIONAL UNION OF OPERATING ENG. JT ANNUITY FD OF EASTERN PENNSYL INTERNATIONAL UNION OF OPERATING ENGINEERS JOINT ANNUITY FUND OF EASTERN PENNSYLVANIA AND DELAWARE | FORT WASHINGTON PA | 9,477 | $562.5M | $787K |
| 5 | KONE INC. KONE INC. EMPLOYEE SAVINGS PLAN | LISLE IL | 1,962 | $467.4M | $494K |
| 6 | ITT INDUSTRIES HOLDINGS, INC ITT RETIREMENT SAVINGS PLAN | STAMFORD CT | 2,459 | $601.1M | $444K |
| 7 | KERRY INC. KERRY INC. SAVINGS PLAN | BELOIT WI | 4,981 | $604.2M | $433K |
| 8 | BD OF TRUSTEES OF THE SMW ANNUITY FUND SHEET METAL WORKERS ANNUITY FUND LOCAL UNION NO. 19 | PHILADELPHIA PA | 3,255 | $474.1M | $309K |
| 9 | HORACE MANN SERVICE CORPORATION HORACE MANN 401K PLAN | SPRINGFIELD IL | 1,785 | $265.9M | $265K |
| 10 | WORLD CHOICE INVESTMENTS, LLC & GREAT CHOICE INVESTMENTS, LLC WORLD CHOICE INVESTMENTS, LLC & GREAT CHOICE INVESTMENTS, LLC 401(K) PLAN | PIGEON FORGE TN | 633 | $7.2M | $12K |
