Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIM TOTAL RT INST Registered Investment Companies in their Schedule of Assets, totaling $21.3M 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 | NORTHWEST PERMANENTE, P.C. NORTHWEST PERMANENTE, P.C. MASTER TRUST | PORTLAND OR | — | $1.9B | $19.9M |
| 2 | CARSON MEDICAL GROUP CARSON MEDICAL GROUP 401(K) RETIREMENT PLAN | CARSON CITY NV | 193 | $36.9M | $789K |
| 3 | DUCKHORN WINE COMPANY DUCKHORN WINE COMPANY 401(K) PLAN |
SAINT HELENA CA |
| 614 |
| $82.5M |
| $482K |
| 4 | EMBREY DEVELOPMENT COMPANY THE ONE EMBREY 401(K) RETIREMENT PLAN | SAN ANTONIO TX | 596 | $21.2M | $123K |
