Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Pimco Low Duration Instl in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MOSAIC HEALTH SYSTEM MOSAIC HEALTH SYSTEM 401(K) RETIREMENT PLAN | ST. JOSEPH MO | 4,771 | $453.2M | $1.0M |
| 2 | CREFORM CORPORATION CREFORM CORPORATION 401(K) RETIREMENT PLAN | GREER SC | 118 | $19.8M | $335K |
| 3 | HAMMILL MANUFACTURING COMPANY HAMMILL MANUFACTURING COMPANY 401(K) PLAN |
MAUMEE OH |
| 130 |
| $15.4M |
| $312K |
| 4 | THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLYN NY | 264 | $111.3M | $210K |
| 5 | OHIO GASTROENTEROLOGY GROUP INC OHIO GASTROENTEROLOGY GROUP INC 401(K) PLAN | COLUMBUS OH | 306 | $60.2M | $30K |
