Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIM Total Return A Mutual fund in their Schedule of Assets, totaling $798K 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 | IDI LOGISTICS, LLC IDI LOGISTICS 401(K) SAVINGS PLAN | ATLANTA GA | 63 | $37.3M | $468K |
| 2 | CURRY MANAGEMENT CORPORATION THE CURRY AUTOMOTIVE GROUP 401(K) SAVINGS PLAN | SCARSDALE NY | 403 | $38.3M | $190K |
| 3 | R.H. PETERSON CO. R.H. PETERSON CO. 401(K) RETIREMENT PLAN |
CITY OF INDUSTRY CA |
| 198 |
| $21.2M |
| $139K |