Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIMCO PIMCO Funds Total Return Fund Institutional Shares in their Schedule of Assets, totaling $374K 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 | SKYWAY UNDERWRITERS, LLC AMERICAN COASTAL 401K PLAN | ST. PETERSBURG FL | 79 | $24.5M | $193K |
| 2 | UNITED INSURANCE MANAGEMENT, LC UNITED INSURANCE MANAGEMENT, LC 401(K) PROFIT SHARING PLAN | ST. PETERSBURG FL | 70 | $22.2M | $180K |
