Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 496 retirement plans report an interest in this investment, totaling $29.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 8 name variants: Pimco Real Return, Pimco Real Return Fund, Pimco Real Return Instl, Pimco Real Return Fund R, Pimco Real Return Portfolio, Pimco Real Return Fund A, Pimco Real Return Fund Inst, Pimco Real Return Inst. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HARLEY-DAVIDSON MOTOR COMPANY, INC. HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN MASTER TRUST | MILWAUKEE WI | — | $1.2B | $7.1M |
| 2 | ATLAS AIR, INC. THE ATLAS AIR, INC. RETIREMENT PLAN | PURCHASE NY | 4,621 | $1.1B | $2.6M |
| 3 | ALLIANCEBERNSTEIN LP AB MULTI-MANAGER RETIREMENT 2025 COLLECTIVE TRUST | NASHVILLE TN | — | $73.7M | $2.2M |
| 4 | ALLIANCEBERNSTEIN LP AB MULTI-MANAGER RETIREMENT 2030 COLLECTIVE TRUST | NASHVILLE TN | — | $103.8M | $2.1M |
| 5 | GASTRO HEALTH, LLC GASTRO HEALTH 401(K) RETIREMENT PLAN | MIAMI FL | 2,155 | $264.2M | $1.5M |
| 6 | ADAMS KEEGAN INC. ADAMS KEEGAN RETIREMENT SAVINGS PLAN | MEMPHIS TN | 24,235 | $415.2M | $1.4M |
| 7 | SAGINAW PIPE COMPANY, INC. SAGINAW PIPE CO., INC. 401(K) PLAN | SAGINAW AL | 107 | $20.6M | $1.3M |
| 8 | ALLIANCEBERNSTEIN LP AB MULTI-MANAGER RETIREMENT 2035 COLLECTIVE TRUST | NASHVILLE TN | — | $124.6M | $1.2M |
| 9 | ALLIANCEBERNSTEIN LP AB MULTI-MANAGER RETIREMENT 2020 COLLECTIVE TRUST | NASHVILLE TN | — | $39.3M | $1.2M |
| 10 | CONSTELLATION INSURANCE THE PENSION PLAN FOR EMPLOYEES OF THE OHIO NATIONAL LIFE INSURANCE COMPANY | CINCINNATI OH | 42 | $59.8M | $1.1M |
