Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding PIMCO CmdtyRlRtn Strat Fnd Ins in their Schedule of Assets, totaling $761K 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 | VALLEY TELEPHONE COOPERATIVE, INC. VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN | RAYMONDVILLE TX | 119 | $17.9M | $364K |
| 2 | PERFORMANCE DESIGNS, INC. PERFORMANCE DESIGNS, INC. SAVINGS PLAN | DELAND FL | 204 | $11.2M | $233K |
| 3 | THE MEET GROUP, INC. THE MEET GROUP, INC. 401K RETIREMENT PLAN |
NEW HOPE PA |
| 128 |
| $26.8M |
| $60K |
| 4 | JACOBSEN/DANIELS ASSOCIATES JACOBSEN/DANIELS ASSOCIATES 401(K) PLAN | YPSILANTI MI | 200 | $13.9M | $58K |
| 5 | ROIG, ROSENBERG, MARTIN & BELLIDO, P.A. ROIG LAWYERS 401(K) PLAN | DEERFIELD BEACH FL | 127 | $16.9M | $46K |
