Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO Funds Real Return Institutional Fund in their Schedule of Assets, totaling $682K 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 | ORTHOMIDWEST, PLLC ORTHOMIDWEST, PLLC 401(K) RETIREMENT PLAN | ROCKFORD IL | 1,773 | $190.4M | $368K |
| 2 | FRASER FRASER 403(B) RETIREMENT PLAN | OSCEOLA WI | 1,696 | $31.2M | $138K |
| 3 | ELDER-JONES, INC. ELDER-JONES, INC. 401(K) PROFIT SHARING PLAN |
BLOOMINGTON MN |
| 82 |
| $12.4M |
| $106K |
| 4 | LIGHTING RETROFIT INTERNATIONAL,LLC LIGHTING RETROFIT INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN | GAMBRILLS MD | 277 | $11.3M | $70K |
