Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Commodity Real Return Fund Mutual fund in their Schedule of Assets, totaling $5.8M 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 | STONEX GROUP INC. STONEX GROUP INC. 401(K) PLAN | KANSAS CITY MO | 1,824 | $309.2M | $5.6M |
| 2 | BELVEDERE HOTEL PARTNERSHIP DBA THE PENINSULA BEVERLY HILLS BELVEDERE HOTEL PARTNERSHIP DBA THE PENINSULA BEVERLY HILLS 401(K) PROFIT SHARING PLAN | BEVERLY HILLS CA | 378 | $24.4M | $136K |
| 3 | OXFORD DEVELOPMENT COMPANY |
PITTSBURGH PA |
| 134 |
| $32.0M |
| $37K |
