Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIMCO Funds PIMCO Total Return Fund Institutional Class in their Schedule of Assets, totaling $8.4M 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 | PLATINUM EQUITY, LLC PLATINUM EQUITY 401(K) PLAN | BEVERLY HILLS CA | 484 | $313.1M | $7.9M |
| 2 | AARONSON RAPPAPORT FEINSTEIN & DEUTSCH, LLP AARONSON, RAPPAPORT, FEINSTEIN & DEUTSCH, LLP 401(K) PLAN | NEW YORK NY | 121 | $29.3M | $440K |