Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO Low Duration Fund, Inst in their Schedule of Assets, totaling $607K 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 | GLOBAL SHOP SOLUTIONS, INC. GLOBAL SHOP SOLUTIONS, INC. 401(K) PLAN | THE WOODLANDS TX | 302 | $44.0M | $546K |
| 2 | SPRUCE GROVE, INC. SPRUCE GROVE RETIREMENT PLAN | SANTA ANA CA | 333 | $6.3M | $25K |
| 3 | WEST SIDE MONTESSORI SCHOOL WEST SIDE MONTESSORI SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN |
NEW YORK NY |
| 86 |
| $10.8M |
| $21K |
| 4 | THE HARTFORD GOLD GROUP, LLC THE HARTFORD GOLD GROUP, LLC 401(K) PLAN | LOS ANGELES CA | 143 | $4.1M | $15K |