Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO Commodities Plus Strategy Instl Mutual Fund in their Schedule of Assets, totaling $1.4M 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 | O'CONNOR COMPANY, INC. O'CONNOR COMPANY 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 148 | $27.0M | $1.0M |
| 2 | JAMESTOWN METAL MARINE SALES, INC. JAMESTOWN COMPANIES RETIREMENT PLAN | BOCA RATON FL | 312 | $13.7M | $206K |
| 3 | O'CONNOR COMPANY, INC. O'CONNOR COMPANY 401(K) RETIREMENT PLAN |
SIOUX FALLS SD |
| 153 |
| $30.1M |
| $162K |
| 4 | SLICKDEALS, LLC SLICKDEALS, LLC 401(K) PROFIT SHARING PLAN | LAS VEGAS NV | 147 | $18.6M | $5K |