Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding PIMCO Inflation Response Multi-Asset in their Schedule of Assets, totaling $8.6M 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 | TRUSTEES OF BOSTON UNIVERSITY BOSTON UNIVERSITY RETIREMENT PLAN | BOSTON MA | 8,863 | $3.0B | $4.9M |
| 2 | TRUSTEES OF BOSTON UNIVERSITY BOSTON UNIVERSITY SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN | BOSTON MA | 13,557 | $1.7B | $2.0M |
| 3 | T.Y. LIN INTERNATIONAL GROUP, LTD |
SAN FRANCISCO CA |
| 2,148 |
| $443.6M |
| $1.5M |
| 4 | FLEXENTIAL CORP. FLEXENTIAL CORP. 401(K) PLAN | CHARLOTTE NC | 948 | $100.1M | $157K |
| 5 | K & E EXCAVATING INCORPORATED K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST | SALEM OR | 291 | $24.7M | $1 |
