Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding PIMCO Long Duration Total Return Fund in their Schedule of Assets, totaling $86.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GOOD SAMARITAN HOSPITAL CORVALLIS GOOD SAMARITAN HOSPITAL RETIREMENT PLAN | CORVALLIS OR | 133 | $96.9M | $32.7M |
| 2 | ALTEC INDUSTRIES, INC. ALTEC INDUSTRIES, INC. ASSOCIATES' PENSION PLAN | BIRMINGHAM AL | 582 | $57.1M | $23.8M |
| 3 | COLLINS PINE COMPANY COLLINS PINE COMPANY RETIREMENT PLAN |
WILSONVILLE OR |
| 64 |
| $46.6M |
| $18.3M |
| 4 | OREGON TOOL, INC. THE OREGON TOOL RETIREMENT PLAN | PORTLAND OR | 137 | $61.3M | $8.8M |
| 5 | NEW CASTLE STAINLESS PLATE, LLC NEW CASTLE STAINLESS PLATE, LLC. WAGE RETIREMENT INCOME PLAN FOR MEMBERS OF UAW LOCAL 729 | NEW CASTLE IN | 37 | $14.5M | $3.3M |