Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO LG DUR TOT RET INSTL in their Schedule of Assets, totaling $1.4M 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 | ERP INTERNATIONAL, LLC ERP INTERNATIONAL 401(K) RETIREMENT PLAN | LAUREL MD | 770 | $33.4M | $948K |
| 2 | DAWSON TECHNICAL INC. DAWSON TECHNICAL 401(K) PROFIT SHARING PLAN & TRUST | DENVER CO | 1,392 | $45.5M | $401K |
| 3 | GERENT, LLC GERENT, LLC 401(K) PLAN |
HERNDON VA |
| 191 |
| $8.3M |
| $7K |