Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Funds Pimco Total Return + in their Schedule of Assets, totaling $1.3M 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 | RUSSEL METALS INC. RUSSEL METALS INC. U.S. RETIREMENT SAVINGS PLAN | APPLETON WI | 1,405 | $118.4M | $958K |
| 2 | PROGRESS BANK PROGRESS BANK 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 204 | $14.2M | $202K |
| 3 | HAMILTON HEALTH CENTER 401(K) EMPLOYEE BENEFIT PLAN OF HAMILTON HEALTH CENTER |
HARRISBURG PA |
| 209 |
| $6.0M |
| $100K |
