Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIMCO Funds PIMCO Real Return Instl N/R in their Schedule of Assets, totaling $272K 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 | ALPHA SOURCE HOLDCO, LLC ALPHA SOURCE HOLDCO, LLC 401(K) PLAN | MILWAUKEE WI | 290 | $18.0M | $179K |
| 2 | ALPHA SOURCE LLC ALPHA SOURCE LLC 401(K) PLAN | MILWAUKEE WI | 196 | $33.1M | $93K |
