Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Pimco Low-Duration Fund Mutual fund in their Schedule of Assets, totaling $7.5M 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 | JANNEY MONTGOMERY SCOTT LLC JANNEY MONTGOMERY SCOTT LLC PROFIT SHARING AND SAVINGS PLAN | PHILADELPHIA PA | 2,413 | $766.2M | $4.2M |
| 2 | ONE WORKPLACE L. FERRARI, LLC ONE WORKPLACE L. FERRARI 401(K) PLAN | SANTA CLARA CA | 866 | $100.1M | $2.7M |
| 3 | INSCO DISTRIBUTING, INC. |
SAN ANTONIO TX |
| 241 |
| $26.0M |
| $208K |
| 4 | HAZEN RESEARCH, INC. HAZEN RESEARCH, INC. EMPLOYEES' STOCK OWNERSHIP PLAN AND TRUST | GOLDEN CO | 129 | $14.2M | $188K |
| 5 | HELLER CAPITAL GROUP, LLC HELLER CAPITAL GROUP, LLC 401K PLAN | LANCASTER PA | 120 | $7.8M | $170K |
