Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding PIMCO Low Duration Fund in their Schedule of Assets, totaling $13.1M 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 | JOINT BOARD OF TRUSTEES SHEET META WORKERS LOCAL 7, ZONE 2 PENSION SHEET METAL WORKERS LOCAL 7, ZONE 2 PENSION PLAN | LANSING MI | 381 | $121.5M | $11.1M |
| 2 | ROBINSON FANS HOLDINGS, INC. ROBINSON FANS HOLDINGS 401(K) & PROFIT SHARING PLAN | ZELIENOPLE PA | 316 | $41.8M | $893K |
| 3 | ELECTRICAL WORKERS HEALTH & WELFARE TRUST FOR NORTHERN NEVADA |
RENO NV |
| 983 |
| $11.4M |
| $844K |
| 4 | RYAN AUTOMOTIVE, LLC OPEN ROAD 401(K) PLAN | BRIDGEWATER NJ | 990 | $61.4M | $219K |
| 5 | CREEKSIDE COMPANIES, INC. CREEKSIDE COMPANIES, INC. 401(K) PLAN | BUFFALO MN | 257 | $15.2M | $34K |
| 6 | THE KEY PROGRAM, INC. THE KEY PROGRAM, INC. 403(B) PLAN | WESTBOROUGH MA | 374 | $10.3M | $2K |