Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Pimco All Asset Institutional Fund Mutual fund in their Schedule of Assets, totaling $6.5M 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 | G & J PEPSI-COLA BOTTLERS, INC. G & J PEPSI-COLA BOTTLERS, INC. EMPLOYEES' PENSION PLAN | CINCINNATI OH | 1,504 | $94.7M | $3.3M |
| 2 | CURTISS WRIGHT CORPORATION CURTISS WRIGHT CORPORATION SAVINGS & INVESTMENT PLAN | PARSIPPANY NJ | 5,322 | $1.1B | $1.5M |
| 3 | STOCKBRIDGE CAPITAL GROUP, LLC |
SAN FRANCISCO CA |
| 164 |
| $56.8M |
| $755K |
| 4 | ENTRUST CORPORATION ENTRUST CORPORATION EMPLOYEE INVESTMENT PLAN | SHAKOPEE MN | 1,494 | $471.6M | $565K |
| 5 | CIRCLE HEALTH, INC. PENSION PLAN OF CIRCLE HEALTH, INC. | LOWELL MA | 318 | $59.9M | $281K |
| 6 | RHA HEALTH SERVICES, LLC RHA HEALTH SERVICES, LLC 401(K) RETIREMENT PLAN | ATLANTA GA | 7,361 | $22.6M | $90K |
| 7 | NOLAND HEALTH SERVICES, INC. NOLAND HEALTH SERVICES 401K PLAN | BIRMINGHAM AL | 830 | $8.4M | $56K |
