Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18,332 U.S. retirement plans report holding a PIMCO fund in their Schedule of Assets, totaling $76.7B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | PIMCO position |
|---|---|---|---|---|---|
| 1 | STEEL DYNAMICS, INC. STEEL DYNAMICS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN | FORT WAYNE IN | 10,140 | $3.0B | $1.8B |
| 2 | MICROSOFT CORPORATION MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN | REDMOND WA | 123,878 | $65.6B | $1.6B |
| 3 | WASTE MANAGEMENT, INC. |
HOUSTON TX |
| 38,168 |
| $4.1B |
| $1.5B |
| 4 | ALLIANZ ASSET MANAGEMENT OF AMERICA LLC ALLIANZ ASSET MANAGEMENT OF AMERICA 401(K) SAVINGS AND RETIREMENT PLAN | NEWPORT BEACH CA | 2,228 | $2.2B | $1.2B |
| 5 | DTE ENERGY CORPORATE SERVICES, LLC DTE ENERGY COMPANY AFFILIATES EMPLOYEE BENEFIT PLANS MASTER TRUST | DETROIT MI | — | $4.3B | $1.2B |
| 6 | AT&T INC. SBC MASTER PENSION TRUST | DALLAS TX | — | $30.6B | $1.1B |
| 7 | WALMART INC. WALMART 401(K) PLAN | BENTONVILLE AR | 1,670,732 | $50.8B | $1.0B |
| 8 | SENTARA HEALTH SENTARA PENSION PLAN | VIRGINIA BEACH VA | 16,048 | $3.2B | $1.0B |
| 9 | DELTA AIR LINES, INC THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA | ATLANTA GA | — | $37.3B | $950.5M |
| 10 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA 401(K) PLAN | CHARLOTTE NC | 168,229 | $62.9B | $931.1M |
