Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding PIMCO Intl Bond USD Hdgd Instl Registered investment company in their Schedule of Assets, totaling $24.1M 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 | FREEPORT-MCMORAN INC. FREEPORT-MCMORAN INC. EMPLOYEE CAPITAL ACCUMULATION PROGRAM | PHOENIX AZ | 14,200 | $2.7B | $11.1M |
| 2 | FAEGRE DRINKER BIDDLE & REATH LLP FAEGRE DRINKER RETIREMENT SAVINGS PLAN 2 | MINNEAPOLIS MN | 1,274 | $772.7M | $3.9M |
| 3 | FAEGRE DRINKER BIDDLE & REATH LLP |
MINNEAPOLIS MN |
| 1,298 |
| $768.2M |
| $3.4M |
| 4 | MISSION INTERNAL MEDICAL GROUP, INC MISSION INTERNAL MEDICAL GROUP AMENDED PROFIT SHARING 401(K) PLAN | MISSION VIEJO CA | 148 | $141.0M | $3.1M |
| 5 | STOWERS RESOURCE MANAGEMENT INC. STOWERS GROUP RETIREMENT PLAN | KANSAS CITY MO | 401 | $108.6M | $398K |
| 6 | BI RITE RESTAURANT SUPPLY CO., INC. BI RITE RESTAURANT SUPPLY CO., INC. 401(K) PLAN | BRISBANE CA | 290 | $50.2M | $350K |
| 7 | ROCKPOINT MANAGEMENT, LLC ROCKPOINT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | DALLAS TX | 197 | $60.8M | $343K |
| 8 | TEXAS MEDICAL LIABILITY TRUST TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN | AUSTIN TX | 176 | $59.7M | $323K |
| 9 | HELLMAN & FRIEDMAN LLC HELLMAN & FRIEDMAN PROFIT SHARING & 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 152 | $101.8M | $294K |
| 10 | STOWERS RESOURCE MANAGEMENT INC. STOWERS GROUP 403(B) SAVINGS PLAN | KANSAS CITY MO | 515 | $47.4M | $211K |
