Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding PIMCO PIMCO International bond Fund U.S. Dollar-Hedged in their Schedule of Assets, totaling $3.7M 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 | AMERICAN FIDELITY CORPORATION AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN | OKLAHOMA CITY OK | 3,713 | $870.5M | $3.1M |
| 2 | HEALTH MANAGEMENT ASSOCIATES, INC. HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401(K) PLAN | OKEMOS MI | 940 | $224.2M | $318K |
| 3 | WILLIS LEASE FINANCE CORPORATION |
COCONUT CREEK FL |
| 160 |
| $40.0M |
| $147K |
| 4 | FNS, INC. FNS, INC. 401(K) PLAN | TORRANCE CA | 572 | $23.7M | $98K |
| 5 | NEWARK COMMUNITY HEALTH CENTERS, INC. NEWARK COMMUNITY HEALTH CENTERS, INC. RETIREMENT PLAN | NEWARK NJ | 208 | $10.8M | $37K |
| 6 | COMMUNITY HEALTHCARE NETWORK, INC. COMMUNITY HEALTHCARE NETWORK 403(B) PLAN | NEW YORK NY | 587 | $32.4M | $22K |
