Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO Funds PIM TOTAL RT INST in their Schedule of Assets, totaling $23.8M 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 | COVENANT HEALTH COVENANT HEALTH 401(K) PLAN | KNOXVILLE TN | 9,723 | $894.1M | $22.6M |
| 2 | METHODIST MEDICAL CENTER OF OAK RIDGE METHODIST MEDICAL CENTER OF OAK RIDGE SALARY DEFERRAL PLAN FOR UNION EMPLOYEES | OAK RIDGE TN | 1,093 | $56.3M | $521K |
| 3 | MORRISTOWN-HAMBLEN HOSPITAL ASSOCIATION |
MORRISTOWN TN |
| 952 |
| $37.7M |
| $396K |
| 4 | COVENANT MEDICAL GROUP, INC. COVENANT MEDICAL MANAGEMENT 401(K) AND PROFIT SHARING PLAN | KNOXVILLE TN | 201 | $14.6M | $261K |