Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding PIMCO PIMCO RAE US Small fund in their Schedule of Assets, totaling $4.5M 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 | NEXTEER AUTOMOTIVE CORPORATION NEXTEER AUTOMOTIVE HOURLY 401(K) RETIREMENT PLAN | SAGINAW MI | 1,913 | $174.2M | $1.5M |
| 2 | HOOPER, LUNDY & BOOKMAN, P.C. HOOPER, LUNDY & BOOKMAN, INC. 401(K) PLAN | LOS ANGELES CA | 95 | $55.0M | $1.2M |
| 3 | BEARING INSURANCE GROUP, LLC |
GLEN ALLEN VA |
| 256 |
| $39.8M |
| $480K |
| 4 | BURNHAM HOLDINGS, INC. BURNHAM HOLDINGS, INC. SAVINGS PLAN A | LANCASTER PA | 467 | $67.0M | $411K |
| 5 | DCCA DCCA RETIREMENT SAVINGS PLAN | ELLICOTT CITY MD | 349 | $56.0M | $214K |
| 6 | EXEMPLIS LLC EXEMPLIS LLC 401(K) SAVINGS PLAN | CYPRESS CA | 578 | $45.6M | $198K |
| 7 | SL AMERICA CORPORATION SL AMERICA 401(K) RETIREMENT PLAN | CLINTON TN | 2,596 | $27.6M | $190K |
| 8 | FAZOLI'S RESTAURANT GROUP, INC. FAZOLI'S RESTAURANT GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | LEXINGTON KY | 363 | $14.3M | $141K |
| 9 | THE PRESERVATION SOCIETY OF NEWPORT COUNTY THE PRESERVATION SOCIETY OF NEWPORT COUNTY RETIREMENT SAVINGS PLAN | NEWPORT RI | 237 | $15.1M | $33K |
| 10 | NOMAD HEALTH, INC. NOMAD HEALTH 401(K) PLAN | NEW YORK NY | 126 | $9.2M | $17K |
