Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Pimco Commodity Real Ret Strat Instl Registered Investment Company in their Schedule of Assets, totaling $2.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SIRIUS RE HOLDINGS SIRIUS INTERNATIONAL HOLDING COMPANY, INC 401(K) SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 684 | $90.5M | $602K |
| 2 | HORROCKS ENGINEERS, INC. HORROCKS ENGINEERS 401(K) PLAN | PLEASANT GROVE UT | 937 | $72.9M | $451K |
| 3 | HEALTHEQUITY, INC. HEALTHEQUITY 401(K) PLAN |
DRAPER UT |
| 3,190 |
| $297.0M |
| $407K |
| 4 | VITAL ENTERPRISES LLC VITAL ENTERPRISES LLC 401(K) RETIREMENT PLAN | BEAVERTON OR | 384 | $25.9M | $218K |
| 5 | ALPINE SG LLC ALPINE SG LLC, 401(K) PLAN | WALNUT CREEK CA | 960 | $82.2M | $175K |
| 6 | GARY MERLINO CONSTRUCTION COMPANY, INC. MERLINO COMPANIES PROFIT SHARING 401(K) PLAN | SEATTLE WA | 395 | $42.6M | $150K |
| 7 | CELLO & MAUDRU CONSTRUCTION COMPANY, INC. CELLO & MAUDRU CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN | NAPA CA | 139 | $12.5M | $122K |
| 8 | ROCKWELL AUTOMATION, INC. KALYPSO 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 0 | $0 | $94K |
| 9 | MOORE, COLSON & COMPANY, P.C. MOORE, COLSON & CO., P.C. 401(K) & P/S PLAN | ATLANTA GA | 171 | $31.5M | $43K |
| 10 | BRETHREN HILLCREST HOMES BRETHREN HILLCREST HOMES 403(B) PLAN | LAVERNE CA | 271 | $11.3M | $27K |
