Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding PIMCO Funds Pimco Real Return Instl in their Schedule of Assets, totaling $1.7M 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 | BATESCAREY LLP BATESCAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES | CHICAGO IL | 94 | $61.7M | $970K |
| 2 | H.F. LENZ COMPANY H.F. LENZ COMPANY 401(K) AND PROFIT SHARING PLAN | JOHNSTOWN PA | 196 | $55.9M | $346K |
| 3 | GALLO CATTLE COMPANY DBA JOSEPH GALLO FARMS |
ATWATER CA |
| 222 |
| $11.6M |
| $132K |
| 4 | JOSEPH GALLO CHEESE COMPANY, LP DBA JOSEPH GALLO FARMS JOSEPH GALLO FARMS 401(K) PLAN | ATWATER CA | 231 | $16.8M | $96K |
| 5 | COMMUNITY CONNECTIONS, INC. COMMUNITY CONNECTIONS 403(B) PLAN | WASHINGTON DC | 229 | $16.7M | $58K |
| 6 | COVE BEHAVIORAL HEALTH, INC. THE COVE BEHAVIORAL HEALTH, INC. RETIREMENT PLAN | TAMPA FL | 208 | $4.6M | $42K |
| 7 | COMMONWEALTH CASUALTY COMPANY COMMONWEALTH CASUALTY COMPANY 401(K) PLAN | PHOENIX AZ | 128 | $2.8M | $17K |
| 8 | STERLING DRIVE VENTURES, L.P. STERLING DRIVE VENTURES/RODON EMPLOYEES 401(K) PLAN | HATFIELD PA | 90 | $19.9M | $12K |
