Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding PIMCO Funds Pimco Total Return Instl Fund in their Schedule of Assets, totaling $15.4M 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 | SYSMEX AMERICA INC SYSMEX AMERICA, INC. PROFIT SHARING AND 401(K) PLAN | LINCOLNSHIRE IL | 1,317 | $335.8M | $5.9M |
| 2 | RED LOBSTER MANAGEMENT LLC RED LOBSTER 401(K) PLAN | ORLANDO FL | 24,522 | $257.4M | $5.2M |
| 3 | AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS AAOS RETIREMENT PLAN |
ROSEMONT IL |
| 197 |
| $51.0M |
| $1.6M |
| 4 | BOB'S RED MILL NATURAL FOODS, INC. BOB'S RED MILL 401(K) RETIREMENT SAVINGS PLAN | MILWAUKIE OR | 681 | $39.1M | $1.1M |
| 5 | ACCESS VG LLC ACCESS VG LLC 401(K) PLAN | SALT LAKE CITY UT | 88 | $13.1M | $636K |
| 6 | TRESCAL, INC. TRESCAL, INC. EMPLOYEE 401(K) PLAN | HARTLAND MI | 492 | $45.0M | $432K |
| 7 | NATIONAL SAFETY COUNCIL NATIONAL SAFETY COUNCIL 403(B) RETIREMENT PLAN | ITASCA IL | 264 | $42.7M | $364K |
| 8 | B3H CORPORATION B3H 401(K) PLAN | FORT WALTON BEACH FL | 95 | $10.7M | $204K |
| 9 | YELLOWSTONE HOLDINGS GROUP, LLC CAMCO MANUFACTURING, LLC 401(K) PLAN | GREENSBORO NC | 441 | $23.7M | $47K |
| 10 | ROCKETSHIP EDUCATION ROCKETSHIP EDUCATION RETIREMENT SAVINGS PLAN | REDWOOD CITY CA | 1,400 | $25.2M | $40K |
