Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO PIMCO RAE US Fund Institutional Class in their Schedule of Assets, totaling $260K 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 | DATACORE SOFTWARE CORPORATION DATACORE SOFTWARE CORPORATION 401(K)PLAN | FORT LAUDERDALE FL | 47 | $14.4M | $194K |
| 2 | RNBW HOLDINGS LLC RNBW HOLDINGS 401(K) PLAN | NEW YORK NY | 446 | $29.5M | $48K |
| 3 | BOYS & GIRLS CLUBS OF NORTHEAST OHIO BOYS & GIRLS CLUBS OF NORTHEAST OHIO 401(K) PLAN |
CLEVELAND OH |
| 167 |
| $3.1M |
| $15K |
| 4 | THE HUMANE SOCIETY OF THE PIKES PEAK REGION HSPPR 401(K) PLAN | COLORADO SPRINGS CO | 245 | $5.8M | $3K |