Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Pimco Pimco Commodity Real Return Strategy Fund in their Schedule of Assets, totaling $2.2M 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 | SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST | PHOENIX AZ | 5,985 | $454.8M | $697K |
| 2 | COOPER & SCULLY, P.C. COOPER & SCULLY, P.C. 401(K) PLAN | DALLAS TX | 60 | $26.9M | $414K |
| 3 | TIDEWATER BARGE LINES, INC. TIDEWATER 401(K) PLAN |
VANCOUVER WA |
| 253 |
| $74.3M |
| $200K |
| 4 | URBAN HEALTH PLAN, INC. URBAN HEALTH PLAN, INC. 401(K) PLAN | BRONX NY | 954 | $64.9M | $150K |
| 5 | MIDLAND COGENERATION VENTURE LIMITED PARTNERSHIP MIDLAND COGENERATION VENTURE LIMITED PARTNERSHIP 401(K) SAVINGS PLAN | MIDLAND MI | 0 | $55.1M | $137K |
| 6 | ORRSTOWN BANK ORRSTOWN BANK 401(K) PLAN | CHAMBERSBURG PA | 625 | $51.7M | $103K |
| 7 | NEAL MAST & SON GREENHOUSES, INC. NEAL MAST & SON GREENHOUSES, INC. 401K PLAN | GRAND RAPIDS MI | 104 | $9.3M | $84K |
| 8 | PARFUMS DE COEUR, LTD. PARFUMS DE COEUR, LTD. PROFIT SHARING 401(K) PLAN | STAMFORD CT | 113 | $19.6M | $81K |
| 9 | SERVICE ACCESS & MANAGEMENT, INC. SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN | POTTSVILLE PA | 792 | $43.1M | $75K |
| 10 | PANCO OPERATIONS LLC PANCO OPERATIONS, LLC 401(K) PLAN | WHITE PLAINS NY | 249 | $13.0M | $69K |
