Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Funds Real Return Fund Institutional Class in their Schedule of Assets, totaling $3.7M 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 | QORVO US, INC. QORVO 401(K) PLAN | HILLSBORO OR | 4,547 | $1.2B | $3.1M |
| 2 | GEO. BYERS SONS HOLDING, INC. GEO. BYERS SONS, 401(K) PLAN | COLUMBUS OH | 750 | $50.4M | $561K |
| 3 | MARIST HIGH SCHOOL MARIST HIGH SCHOOL 401(K) PLAN | CHICAGO |
| 282 |
| $24.9M |
| $124K |
