Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Class PIMCO Total Return Fund; Institutional Mutual Fund - in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HAPAG-LLOYD (AMERICA) LLC HAPAG-LLOYD (AMERICA) LLC SAVINGS AND INVESTMENT PLAN | ATLANTA GA | 964 | $266.1M | $2.9M |
| 2 | CITRIN COOPERMAN ADVISORS LLC CITRIN COOPERMAN PROFIT SHARING PLAN - PLAN NO. 1 | NEW YORK NY | 906 | $11.6M | $535K |
| 3 | CITRIN COOPERMAN ADVISORS LLC |
NEW YORK NY |
| 786 |
| $10.4M |
| $35K |
