Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Pacific Investment Management Company, LLC PIMCO RealPath 2040 Fund Institutional Class in their Schedule of Assets, totaling $3.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HMR VETERANS SERVICES, INC. HMR VETERANS SERVICES, INC. 401(K) PLAN | ANDERSON SC | 2,284 | $35.0M | $3.4M |
