Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIMCO PIMCO CommPlus Strat Institutional Fund in their Schedule of Assets, totaling $531K 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 | 1ST FINANCIAL BANK USA 1ST FINANCIAL BANK USA PROFIT SHARING PLAN & TRUST | DAKOTA DUNES SD | 239 | $65.7M | $297K |
| 2 | ASCOT US HOLDING CORPORATION ASCOT 401(K) RETIREMENT PLAN | NEW YORK NY | 530 | $66.5M | $234K |