Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding PIMCO Emerging Markets Lcl Crn Bd 11 PIMCO PIMCO Real Return Fund Institutional Class 35 Parnassus Parnassus Value Equity Fund Investor Shares in their Schedule of Assets, totaling $30K 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 | MAZZONI CENTER MAZZONI CENTER 403(B) PLAN | PHILADELPHIA PA | 137 | $5.7M | $30K |