Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding PIMCO Funds Pimco Real Return Instl Fund in their Schedule of Assets, totaling $4.2M 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 | BAYFIRST NATIONAL BANK BAYFIRST NATIONAL BANK 401(K) PLAN | ST. PETERSBURG FL | 285 | $19.7M | $1.7M |
| 2 | THE RASMUSSEN GROUP, INC. THE RASMUSSEN GROUP, INC. 401(K) RETIREMENT PLAN | DES MOINES IA | 912 | $46.5M | $951K |
| 3 | RW TOWNE REALTY LLC RW TOWNE REALTY 401(K) PLAN |
CHESAPEAKE VA |
| 129 |
| $12.2M |
| $367K |
| 4 | SMITHBUCKLIN CORPORATION SMITHBUCKLIN EMPLOYEE RETIREMENT PLAN | CHICAGO IL | 633 | $242.5M | $334K |
| 5 | NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION SAVINGS AND INVESTMENT PLAN | ATLANTA GA | 248 | $91.4M | $275K |
| 6 | TRACEY ROAD EQUIPMENT, INC. TRACEY ROAD EQUIPMENT, INC. EMPLOYEES 401(K) AND PSP | EAST SYRACUSE NY | 283 | $18.5M | $236K |
| 7 | AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENT | ALEXANDRIA VA | 109 | $24.1M | $88K |
| 8 | NEIGHBORHOOD HEALTH CENTER OF WNY, INC. NEIGHBORHOOD HEALTH CENTER OF WNY, INC. 403(B) PLAN | BUFFALO NY | 376 | $11.7M | $81K |
| 9 | SANGRE DE CRISTO HOSPICE & PALLIATIVE CARE SANGRE DE CRISTO HOSPICE & PALLIATIVE CARE 403(B) RETIREMENT PLAN | PUEBLO CO | 147 | $4.0M | $78K |
| 10 | COMUNILIFE, INC. COMUNILIFE, INC. RETIREMENT PLAN | NEW YORK NY | 329 | $9.0M | $51K |
