Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO All Asset Fund – Institutional Mutual Fund - in their Schedule of Assets, totaling $13.0M 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 | CONTINENTAL CASUALTY COMPANY CNA 401K PLAN | CHICAGO IL | 5,585 | $2.5B | $11.4M |
| 2 | DIAMOND OFFSHORE MANAGEMENT COMPANY DIAMOND OFFSHORE 401(K) PLAN | HOUSTON TX | 948 | $377.4M | $859K |
| 3 | TROY CORPORATION TROY CORPORATION PROFIT SHARING AND SAVINGS PLAN |
FLORHAM PARK NJ |
| 140 |
| $23.8M |
| $395K |
| 4 | PHOENIX TECHNOLOGY SERVICES USA INC. PHOENIX TECHNOLOGY SERVICES 401(K) PLAN | HOUSTON TX | 510 | $30.3M | $388K |