Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Pimco CommoditiesPlus Strategy Instl Mutual Funds in their Schedule of Assets, totaling $145K 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 | KILLBUCK SAVINGS BANK COMPANY KILLBUCK SAVINGS BANK COMPANY 401(K) | KILLBUCK OH | 117 | $14.4M | $98K |
| 2 | PENTELEDATA LIMITED PARTNERSHIP I PENTELEDATA LTD. PARTNERSHIP 401(K) SALARY REDUCTION PLAN | PALMERTON PA | 252 | $7.1M | $42K |
| 3 | HELICAL DRILLING, INC. |
BRAINTREE MA |
| 95 |
| $12.0M |
| $5K |