Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding PIMCO CommPlus Strat Inst Fund in their Schedule of Assets, totaling $17.7M 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 | FINGERPAINT MARKETING, INC. FINGERPAINT MARKETING, INC. 401(K) PLAN | SARATOGA SPRINGS NY | 828 | $67.2M | $11.2M |
| 2 | GERTRUDE HAWK BRANDS, INC. GERTRUDE HAWK CHOCOLATES 401(K) PLAN | DUNMORE PA | 420 | $23.9M | $4.4M |
| 3 | WICK BUILDINGS, INC. WICK BUILDINGS, INC. SAVINGS PLAN |
MAZOMANIE WI |
| 134 |
| $14.6M |
| $727K |
| 4 | THE SPIRATEX COMPANY THE SPIRATEX COMPANY RETIREMENT PLAN | ROMULUS MI | 122 | $30.2M | $552K |
| 5 | GIBSON TECHNICAL SERVICES, INC. GTS PLATFORM 401(K) PLAN | CANTON GA | 139 | $17.8M | $495K |
| 6 | INNOVATIVE CONSTRUCTION SOLUTIONS INNOVATIVE CONSTRUCTION SOLUTIONS - RETIREMENT PLAN | COSTA MESA CA | 176 | $11.7M | $171K |
| 7 | DIAGNOSTIC RADIOLOGY CONSULTANTS, P.A. DIAGNOSTIC RADIOLOGY CONSULTANTS, P.A. PROFIT SHARING PLAN | CHATTANOOGA TN | 131 | $24.8M | $105K |
| 8 | EATALY USA, LLC EATALY 401(K) PLAN | NEW YORK NY | 2,968 | $7.8M | $88K |
| 9 | ATLANTIS MARINE WORLD LLC ATLANTIS MARINE WORLD 401(K) | RIVERHEAD NY | 154 | $6.4M | $12K |
| 10 | EGLIN FEDERAL CREDIT UNION EGLIN FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | FT WALTON BEACH FL | 393 | $28.7M | $796 |
