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 in their Schedule of Assets, totaling $42.9M 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 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLAN | CHARLOTTE NC | 38,574 | $9.2B | $22.4M |
| 2 | POINTCORE, INC. OSF SAINT FRANCIS, INC. EMPLOYEES PENSION PLAN | PEORIA IL | 642 | $64.4M | $19.4M |
| 3 | PSF, INC. PETER PAN SEAFOODS, INC. EMPLOYEES RETIREMENT PLAN |
BELLEVUE WA |
| 0 |
| $14.7M |
| $1.0M |
| 4 | BLUE FEDERAL CREDIT UNION BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN | CHEYENNE WY | 372 | $28.5M | $20K |
| 5 | SACHSE CONSTRUCTION & DEVELOPMENT COMPANY, LLC SACHSE CONSTRUCTION & DEVELOPMENT COMPANY, LLC 401(K) PLAN | DETROIT MI | 314 | $28.3M | $10K |