Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Pimco Commodity Real Return Mutual Fund in their Schedule of Assets, totaling $954K 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 | PRIMARY RESIDENTIAL MORTGAGE, INC. PRIMARY RESIDENTIAL MORTGAGE, INC. 401(K) PLAN | SALT LAKE CITY UT | 1,066 | $81.7M | $734K |
| 2 | THE MERCADIEN GROUP, LLC THE MERCADIEN GROUP, LLC 401(K) PLAN | PRINCETON NJ | 141 | $31.5M | $163K |
| 3 | COLDSTREAM CAPITAL MANAGEMENT, INC. |
BELLEVUE WA |
| 185 |
| $32.6M |
| $26K |
| 4 | CAPITOL CHEVROLET & CADILLAC, INC. CAPITOL AUTO GROUP 401(K) PROFIT SHARING PLAN | SALEM OR | 364 | $19.3M | $22K |
| 5 | OXFORD DEVELOPMENT COMPANY OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING P | PITTSBURGH PA | 120 | $29.2M | $5K |
| 6 | CFBANK CFBANK EMPLOYEE'S SAVINGS & PROFIT SHARING PLAN | COLUMBUS OH | 96 | $7.0M | $2K |
| 7 | HENDERSON HOSPITALITY MANAGEMENT, INC. HENDERSON HOSPITALITY MANAGEMENT, INC. 401(K) PLAN | HENDERSON NV | 197 | $5.1M | $1K |
