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 Instl Fund in their Schedule of Assets, totaling $221K 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 | AARETE, INC. AARETE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CHICAGO IL | 278 | $31.0M | $105K |
| 2 | NATIONAL TUBE SUPPLY COMPANY NATIONAL TUBE SUPPLY COMPANY 401(K) SAVINGS PLAN | UNIVERSITY PARK IL | 242 | $11.6M | $53K |
| 3 | AARETE, LLC AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST |
CHICAGO IL |
| 304 |
| $18.5M |
| $51K |
| 4 | 239 LEGRIS AVE OPERATIONS, LLC EDEN HC 401(K) PLAN | WEST WARWICK RI | 533 | $5.0M | $12K |