Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Pimco Funds Total Return Fund in their Schedule of Assets, totaling $14.2M 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 | HECLA MINING COMPANY HECLA MINING COMPANY RESTATED RETIREMENT PLAN | COEUR DALENE ID | 562 | $117.4M | $6.2M |
| 2 | BAYHEALTH MEDICAL CENTER, INC. BAYHEALTH MEDICAL CENTER, INC. RETIREMENT AND SAVINGS PLAN | DOVER DE | 4,619 | $539.1M | $1.6M |
| 3 | BAYHEALTH MEDICAL CENTER, INC. |
DOVER DE |
| 5,140 |
| $17.8M |
| $1.6M |
| 4 | WHITLEY PENN, LLP WHITLEY PENN 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 739 | $134.8M | $1.5M |
| 5 | PENINSULA TRUCK LINES, INC. PENINSULA TRUCK LINES, INC. 401(K) RETIREMENT PLAN | AUBURN WA | 496 | $47.3M | $873K |
| 6 | TALASCEND, LLC TALASCEND, LLC 401(K) PLAN | TROY MI | 895 | $18.1M | $491K |
| 7 | ANDGAR CORPORATION ANDGAR RETIREMENT FUND | FERNDALE WA | 188 | $16.8M | $449K |
| 8 | WESTERN REFINERY SERVICES, INC. WESTERN REFINERY SERVICES, INC. 401(K) PLAN | FERNDALE WA | 195 | $13.1M | $438K |
| 9 | ANOPLATE CORPORATION ANOPLATE CORPORATION EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN AND TRUST | SYRACUSE NY | 222 | $21.4M | $266K |
| 10 | BRUSCO TUG AND BARGE, INC. BRUSCO TUG AND BARGE, INC. EMPLOYEES RETIREMENT PLAN | LONGVIEW WA | 102 | $8.6M | $225K |
