Pfg/federated Total Return Bond Cit

collective trust (Form 5500 Schedule D)

A direct filing entity on Form 5500. Each row is a plan's interest in the vehicle at its plan year end as filed on Schedule D Part I: a holding value, never a commitment amount.

Public LPs
37

34 more limited partners, 82 more commitment rows and 5 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Public LPs
37
distinct allocators on the tape
Rows
37
across successive reports
Held, latest filings
$148M
one row per plan
Latest
Sep 30, 2025
effective date

Plans holding an interest

37 allocators
AllocatorDisclosedStateApprovedClosedReported
Andex Industries Inc & Anthony & Co. Retirement PlanNot disclosedheld--Dec 31, 2023
Beltone Electronics Corporation Retirement PlanNot disclosedheld--Oct 31, 2023
Buffalo Crushed Stone, Inc. Retirement Plan for Hourly Paid EmployeesNot disclosedheld--Dec 31, 2023

+34 more limited partners in this fund

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Every row

85 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Sep 30, 2025Tension Envelope Corporation Restated Retirement PlanPfg/federated Total Return Bond Citcollective trustFixed income$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025Kenosha Beef International, Ltd. Employees' Pension PlanPfg/federated Total Return Bond Citcollective trustFixed income$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025The Restated Contributory Retirement Plan for CooperativesPfg/federated Total Return Bond Citcollective trustFixed income$7.2M heldDisclosed holdingaskebsa.dol.gov

+82 more commitment rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed

+5 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.