Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 30 retirement plans report an interest in this investment, totaling $3.9B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Pimco Collective Investment Trust, Pimco Collective Investment Trust I, Pimco Investment Collective Trust. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | WASTE MANAGEMENT, INC. WASTE MANAGEMENT RETIREMENT SAVINGS PLAN | HOUSTON TX | 38,168 | $4.1B | $1.5B |
| 2 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA 401(K) PLAN | CHARLOTTE NC | 168,229 | $62.9B | $656.0M |
| 3 | INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTH 401(K) PLAN | SALT LAKE CITY UT | 69,032 | $6.8B | $632.6M |
| 4 | ABERCROMBIE & FITCH CO. ABERCROMBIE & FITCH CO. SAVINGS AND RETIREMENT PLAN | NEW ALBANY OH | 43,145 | $487.8M | $286.9M |
| 5 | SEGAL ADVISORS, INC. FIXED INCOME GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I) | CHICAGO IL | — | $811.1M | $240.1M |
| 6 | ABBOTT LABORATORIES ABBOTT LABORATORIES STOCK RETIREMENT PLAN | ABBOTT PARK IL | 38,001 | $15.8B | $212.7M |
| 7 | LENOVO (UNITED STATES) INC. LENOVO SAVINGS PLAN | MORRISVILLE NC | 5,245 | $2.6B | $70.5M |
| 8 | 3M COMPANY 3M VOLUNTARY INVESTMENT PLAN & SAVINGS PLAN TRUST | ST PAUL MN | — | $10.1B | $69.7M |
| 9 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE WA | — | $73.5B | $54.9M |
| 10 | BOARD OF TRUSTEES I.U.O.E. LOCAL 14-14B PENSION FUND INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 14-14B PENSION FD | FLUSHING NY | 826 | $328.2M | $47.2M |
