Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Funds PIMCO Real Return Instl Fund N/R in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CERITY PARTNERS MANAGEMENT LLC CERITY PARTNERS 401(K) PLAN | LOS ANGELES CA | 1,146 | $130.8M | $606K |
| 2 | MILL-MAX MFG. CORP MILL-MAX MANUFACTURING CORPORATION PROFIT SHARING PLAN | OYSTER BAY NY | 178 | $73.6M | $268K |
| 3 | THE CHANGE COMPANY CDFI LLC THE CHANGE COMPANY CDFI LLC 401(K) PLAN |
ANAHEIM CA |
| 378 |
| $32.4M |
| $160K |
