Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding PIMCO Funds in their Schedule of Assets, totaling $300.5M 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 | CONOCOPHILLIPS COMPANY CONOCOPHILLIPS SAVINGS PLAN | HOUSTON TX | 6,894 | $6.7B | $124.8M |
| 2 | GEORGIA FARM BUREAU MUTUAL COMPANY GEORGIA FARM BUREAU MUTUAL INSURANCE COMPANY RETIREMENT PLAN | MACON GA | 296 | $80.3M | $80.0M |
| 3 | BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOIS |
DOWNERS GROVE IL |
| 5,031 |
| $2.3B |
| $47.0M |
| 4 | ALERA GROUP, INC. ALERA GROUP, INC. SAVINGS PLAN | DEERFIELD IL | 4,571 | $499.7M | $9.4M |
| 5 | BELL LABORATORIES, INC. RETIREMENT SAVINGS PLAN OF BELL LABORATORIES, INC. | WINDSOR WI | 464 | $68.1M | $6.9M |
| 6 | TRI-CITY ELECTRICAL CONTRACTORS, INC. TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN | ALTAMONTE SPRINGS FL | 800 | $30.0M | $5.5M |
| 7 | INOTIV, INC. INOTIV, INC. RETIREMENT PLAN | WEST LAFAYETTE IN | 1,792 | $118.1M | $4.5M |
| 8 | KURT J LESKER CO KURT J. LESKER CO. 401(K) RETIREMENT PLAN | JEFFERSON HILLS PA | 361 | $52.7M | $2.0M |
| 9 | NEGWER MATERIALS, INC. NEGWER MATERIALS, INC. 401(K) PLAN | ST LOUIS MO | 209 | $21.5M | $2.0M |
| 10 | LEE COMPANY LEE COMPANY 401(K) PLAN | FRANKLIN TN | 1,386 | $68.7M | $1.5M |
