Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding PIM Real Return Inst in their Schedule of Assets, totaling $9.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN CAST IRON PIPE COMPANY AMERICAN CAST IRON PIPE COMPANY MASTER TRUST | BIRMINGHAM AL | — | $569.6M | $2.2M |
| 2 | MOSS & ASSOCIATES, LLC MOSS & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | FT LAUDERDALE FL | 1,852 | $191.2M | $1.2M |
| 3 | CANCER TREATMENT CENTERS OF AMERICA GLOBAL, INC. |
SCHAUMBURG IL |
| 3,721 |
| $445.1M |
| $1.1M |
| 4 | DEAN MCGEE EYE INSTITUTE DEAN MCGEE EYE INSTITUTE 401(K) RETIREMENT PLAN | OKLAHOMA CITY OK | 329 | $56.4M | $1.0M |
| 5 | DINSMORE & SHOHL LLP THE DINSMORE & SHOHL LLP SAVINGS AND INVESTMENT PLAN | CINCINNATI OH | 1,461 | $472.2M | $966K |
| 6 | MLMIC SERVICES, INC. MLMIC DEFERRED PROFIT SHARING AND 401(K) PLAN | ALBANY NY | 239 | $186.9M | $750K |
| 7 | SOUTHERN IONICS INCORPORATED SOUTHERN IONICS INCORPORATED 401(K) PROFIT SHARING PLAN | WEST POINT MS | 346 | $78.1M | $737K |
| 8 | CENTRAL OREGON RADIOLOGY ASSOC., P.C. CORA 401(K) PROFIT SHARING PLAN | BEND OR | 332 | $57.8M | $723K |
| 9 | OPTIVER SERVICES US LLC OPTIVER 401(K) PLAN | CHICAGO IL | 540 | $153.6M | $544K |
| 10 | DELTA GALIL USA, INC. DELTA EMPLOYEES 401(K) PROFIT SHARING PLAN AND SAVINGS PLAN | SECAUCUS NJ | 1,270 | $64.4M | $397K |
