Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding PIMCO Funds PIMCO Total Return INSTL N/R in their Schedule of Assets, totaling $1.1M 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 | THE FALL RIVER GROUP, INC. THE FALL RIVER GROUP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | FALL RIVER WI | 191 | $28.4M | $1.1M |
