Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Pimco All Asset Fund-Institutional in their Schedule of Assets, totaling $77.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARDINAL HEALTH, INC. CARDINAL HEALTH 401(K) SAVINGS PLAN | DUBLIN OH | 31,015 | $4.8B | $75.9M |
| 2 | MOORE & VAN ALLEN PLLC MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 697 | $403.2M | $1.5M |
| 3 | PENN JERSEY PAPER COMPANY PENN JERSEY PAPER COMPANY 401K PS PLAN |
PHILADELPHIA PA |
| 226 |
| $22.3M |
| $247K |
| 4 | FIRST UROLOGY P.S.C. FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN | JEFFERSONVILLE IN | 332 | $63.5M | $107K |
| 5 | UNIFY FINANCIAL FEDERAL CREDIT UNION UNIFY FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN | ALLEN TX | 469 | $66.5M | $56K |
| 6 | PENN JERSEY PAPER COMPANY PENN JERSEY PAPER COMPANY DEFINED CONTRIBUTION PLAN FOR UNION LOCAL 107 UNIT A EMPLOYEES | PHILADELPHIA PA | 123 | $3.2M | $38K |
| 7 | BANKER LOPEZ GASSLER P.A. BANKER LOPEZ GASSLER P.A. 401(K) PLAN | TAMPA FL | 350 | $83.7M | $14K |
