Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO Funds PIMCO Total Return Fund N/R in their Schedule of Assets, totaling $4.3M 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 | HERMES OF PARIS, INC. HERMES OF PARIS, INC. RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 1,421 | $178.4M | $3.9M |
| 2 | MONONGAHELA VALLEY HOSPITAL, INC. MONONGAHELA VALLEY HOSPITAL, INC. 401(K) PLAN & TRUST 002 | MONONGAHELA PA | 382 | $24.6M | $275K |
| 3 | MON-VALE HEALTH RESOURCES, INC. |
MONONGAHELA PA |
| 89 |
| $4.0M |
| $77K |
| 4 | MONONGAHELA VALLEY HOSPITAL, INC. MONONGAHELA VALLEY HOSPITAL, INC. 401(K) PLAN & TRUST 003 | MONONGAHELA PA | 311 | $8.3M | $65K |
