Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Pimco Funds Pimco Total Return Fund in their Schedule of Assets, totaling $47.9M 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 | WORLEY GROUP INC. WORLEY GROUP INC. 401(K) PLAN | HOUSTON TX | 5,779 | $1.4B | $14.9M |
| 2 | CARDIOVASCULAR PROVIDER RESOURCES CARDIOVASCULAR PROVIDER RESOURCES 401(K) SAVINGS PLAN | DALLAS TX | 328 | $96.7M | $13.3M |
| 3 | CARDIOVASCULAR PROVIDER RESOURCES CARDIOVASCULAR PROVIDER RESOURCES 401(K) SAVINGS PLAN |
DALLAS TX |
| 297 |
| $82.7M |
| $9.9M |
| 4 | MELROSE NORTH AMERICA, INC. MELROSE 401(K) SAVINGS PLAN | ATLANTA GA | 5 | $31.6M | $1.6M |
| 5 | BALL JANIK LLP BALL JANIK LLP 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 80 | $26.1M | $1.5M |
| 6 | EPPENDORF HOLDING, INCORPORATED EPPENDORF HOLDINGS, INC. 401(K) PLAN | ENFIELD CT | 761 | $133.3M | $1.4M |
| 7 | DIXON TICONDEROGA COMPANY DIXON TICONDEROGA COMPANY UNION EMPLOYEES RETIREMENT PLAN #2 | APPLETON WI | 258 | $33.7M | $1.1M |
| 8 | FLEET FARM WHOLESALE SUPPLY COMPANY, LLC FLEET FARM 401(K)PLAN | APPLETON WI | 4,937 | $144.4M | $904K |
| 9 | SUPERIOR AIR-GROUND AMBULANCE SERVICE, INC. SUPERIOR AIR-GROUND AMBULANCE SERVICE, INC. PROFIT SHARING 401(K) PLAN | ELMHURST IL | 3,303 | $68.1M | $561K |
| 10 | THE EMERY WEINER CENTER FOR JEWISH EDUCATION THE EMERY WEINER SCHOOL TAX 403(B) PLAN | HOUSTON TX | 105 | $13.4M | $480K |
