Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO PIMCO Inflation Response Multi-Asset Fund Inst in their Schedule of Assets, totaling $5.0M 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 | SENTARA HEALTH SENTARA 403(B) SAVINGS PLAN | VIRGINIA BEACH VA | 30,766 | $3.7B | $4.9M |
| 2 | SENTARA HEALTH SENTARA 401(A) RETIREMENT PLAN | VIRGINIA BEACH VA | 21,103 | $159.8M | $113K |
| 3 | SENTARA HEALTH TIDEWATER HEALTH CARE, INC. 401(A) RETIREMENT PLAN |
VIRGINIA BEACH VA |
| 230 |
| $14.2M |
| $82K |