Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding College Retirement Equities Fund variable annuities PIMCO Real Return Inst Class in their Schedule of Assets, totaling $72K 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 | SHORECREST PREPARATORY SCHOOL SHORECREST PREPARATORY SCHOOL 403(B) DC PLAN | ST. PETERSBURG FL | 202 | $23.0M | $51K |
| 2 | THE OPEN WINDOW SCHOOL THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BELLEVUE WA | 81 | $12.5M | $21K |
