Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding PIMCO Moderate Duration Fund in their Schedule of Assets, totaling $165.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WAUPACA FOUNDRY, INC. WAUPACA FOUNDRY, INC. CONSOLIDATED RETIREMENT PLAN | WAUPACA WI | 3,285 | $599.1M | $119.6M |
| 2 | WAUPACA FOUNDRY, INC WAUPACA FOUNDRY, INC. SALARIED EMPLOYEES PENSION PLAN | WAUPACA WI | 204 | $102.8M | $18.4M |
| 3 | IBEW-124 HEALTH & WELFARE FUND |
KANSAS CITY MO |
| 3,149 |
| $65.3M |
| $16.3M |
| 4 | AXLEY BRYNELSON, LLP AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN | MADISON WI | 114 | $92.0M | $9.2M |
| 5 | LLFLEX, LLC LLFLEX PENSION PLAN FOR HOURLY EMPLOYEES OF LOUISVILLE LAMINATING PLANT | LOUISVILLE KY | 16 | $6.7M | $2.4M |
