Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Pimco Low Duration in their Schedule of Assets, totaling $907K 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 | MARX/OKUBO ASSOCIATES, LTD. MARX/OKUBO ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN AND TRUST | DENVER CO | 211 | $39.3M | $457K |
| 2 | NORTON SOUND HEALTH CORPORATION NORTON SOUND HEALTH CORPORATION MONEY PURCHASE PENSION PLAN & TRUST | NOME AK | 565 | $45.5M | $417K |
| 3 | HUDSON VALLEY STAFF, LTD. DBA ACADIA HR |
RED HOOK NY |
| 238 |
| $8.4M |
| $21K |
| 4 | TASTEFULLY SIMPLE, INC. TASTEFULLY SIMPLE, INC. 401(K) PLAN & TRUST | ALEXANDRIA MN | 43 | $15.9M | $11K |