Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding PIMCO Mortgage and Short-Term Investments Portfolio Mutual fund in their Schedule of Assets, totaling $11.9M 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 | PACIFICORP PACIFICORP K PLUS EMPLOYEE SAVINGS PLAN | PORTLAND OR | 5,334 | $1.8B | $11.9M |
