U.S. retirement plans whose Form 5500 Schedule of Assets reports a PIMCOfund, parsed from filing PDFs and ranked by position size. A prospecting list you won’t find under $200/mo anywhere else.
| # | 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 | DTE ENERGY CORPORATE SERVICES, LLC DTE ENERGY COMPANY AFFILIATES EMPLOYEE BENEFIT PLANS MASTER TRUST | DETROIT MI | — | $4.3B | $1.6B |
| 3 | MICROSOFT CORPORATION MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN | REDMOND WA | 123,878 | $65.6B | $1.6B |
| 4 | WASTE MANAGEMENT, INC. WASTE MANAGEMENT RETIREMENT SAVINGS PLAN | HOUSTON TX | 38,168 | $4.1B | $1.5B |
| 5 | 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 |
| 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 | AT&T INC. AT&T PENSION BENEFIT PLAN | DALLAS TX | 93,065 | $28.3B | $972.0M |
| 10 | DELTA AIR LINES, INC THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA | ATLANTA GA | — | $37.3B | $950.5M |
