Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Pimco Long-Duration Total Return Mutual Fund in their Schedule of Assets, totaling $58.3M 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 | SUNCOR ENERGY (U.S.A.) INC. SUNCOR ENERGY US PENSION PLAN | COMMERCE CITY CO | 574 | $93.7M | $29.0M |
| 2 | OREGON EDUCATION ASSOCIATION OREGON EDUCATION ASSOCIATION STAFF PENSION PLAN | PORTLAND OR | 80 | $44.3M | $12.9M |
| 3 | SOCIETY FOR WORLDWIDE INTERBANK FINANCIAL TELECOMMUNICATION, INC. |
CULPEPER VA |
| 165 |
| $216.4M |
| $10.1M |
| 4 | NOLAND HEALTH SERVICES, INC. NOLAND HEALTH SERVICES RETIREMENT INCOME PLAN | BIRMINGHAM AL | 148 | $39.3M | $6.3M |
