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 Fund Institutional Mutual fund in their Schedule of Assets, totaling $31.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMMONSPIRIT HEALTH COMMONSPIRIT HEALTH 401(K) RETIREMENT SAVINGS PLAN | ERLANGER KY | 91,977 | $8.8B | $18.4M |
| 2 | COMMONSPIRIT HEALTH COMMONSPIRIT HEALTH ERISA 403(B) PLAN | ERLANGER KY | 28,491 | $2.9B | $7.9M |
| 3 | ENVISTA HOLDINGS CORPORATION ENVISTA HOLDINGS CORPORATION SAVINGS PLAN |
BREA CA |
| 3,032 |
| $591.6M |
| $3.2M |
| 4 | NORTHWESTERN CORPORATION NORTHWESTERN ENERGY 401(K) RETIREMENT SAVINGS PLAN | BUTTE MT | 1,590 | $512.8M | $1.6M |
| 5 | WEST CONTRACT MANUFACTURING LLC WEST CONTRACT MANUFACTURING SAVINGS AND RET. PLAN | CAYEY PR | 222 | $10.7M | $10K |
