Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Pimco Commodity Real Return Strategy Fund Mutual fund ‐ in their Schedule of Assets, totaling $1.5M 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 | STRONG SERVICES L.P. STRONG SERVICES L.P. 401K PLAN | CARTHAGE TX | 436 | $6.2M | $288K |
| 2 | INTEGRATION APPLIANCE, INC. DBA INTAPP INTAPP 401(K) PLAN | PALO ALTO CA | 865 | $112.1M | $238K |
| 3 | BNCCORP, INC. BNCCORP, INC. 401(K) SAVINGS PLAN |
| 130 |
| $48.9M |
| $222K |
| 4 | PALMER FISH COMPANY, INC. G&C FOODS/PALMER FOOD SERVICE - 401(K) RETIREMENT PLAN | ROCHESTER NY | 868 | $40.9M | $189K |
| 5 | TOLLESON WEALTH MANAGEMENT, INC. TOLLESON WEALTH MANAGEMENT 401(K) PLAN | DALLAS TX | 214 | $34.7M | $182K |
| 6 | PORT TOWNSEND PAPER CORPORATION PORT TOWNSEND PAPER CORP. RETIREMENT SAVINGS AND INVESTMENT PLAN AND TRUST | PORT TOWNSEND WA | 306 | $63.9M | $147K |
| 7 | PATRIOT GROWTH INSURANCE SERVICES, LLC PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN | FORT WASHINGTON PA | 1,917 | $147.4M | $142K |
| 8 | GURSEY SCHNEIDER LLP GURSEY SCHNEIDER LLP RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 193 | $28.3M | $66K |
| 9 | RIDGECREST REGIONAL HOSPITAL RIDGECREST REGIONAL HOSPITAL SPECIAL CONTRIBUTORY TSA PENSION PLAN | RIDGECREST CA | 773 | $49.5M | $46K |
| 10 | REED AND REED REED & REED RETIREMENT SAVINGS PLAN | WOOLWICH ME | 191 | $40.9M | $12K |
