Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Pimco Pimco Real Return A in their Schedule of Assets, totaling $10.9M 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 | MONSTER BEVERAGE CORPORATION MONSTER ENERGY COMPANY 401 K PLAN | CORONA CA | 3,696 | $260.2M | $4.0M |
| 2 | HOUSTON PILOTS HOUSTON PILOTS 401(K) PLAN | DEER PARK TX | 142 | $136.8M | $3.9M |
| 3 | STANISLAUS FOOD PRODUCTS COMPANY STANISLAUS FOOD PRODUCTS COMPANY RETIREMENT PLAN |
MODESTO CA |
| 166 |
| $29.2M |
| $950K |
| 4 | BODMAN PLC BODMAN PLC RETIREMENT PLAN | DETROIT MI | 258 | $161.3M | $663K |
| 5 | BELFOR USA GROUP, INC. BELFOR GROUP 401(K) PLAN | BIRMINGHAM MI | 2,528 | $173.2M | $442K |
| 6 | JOHN VANCE MOTORS INC. JOHN VANCE AUTO GROUP 401(K) PLAN | GUTHRIE OK | 238 | $7.3M | $415K |
| 7 | ADVANCED SYSTEMS DEVELOPMENT, INC. ADVANCED SYSTEMS DEVELOPMENT, INC. 401(K) AND PROFIT SHARING PLAN | FALLS CHURCH VA | 21 | $10.6M | $227K |
| 8 | SIMPLIFIED INVESTMENTS SIMPLIFIED INVESTMENTS 401(K) PLAN | GRAND RAPIDS MI | 388 | $4.0M | $192K |
| 9 | MANAGEMENT FC, LLC FLAGSHIP COMMUNITIES 401(K) PLAN | ERLANGER KY | 211 | $2.2M | $15K |
| 10 | BESTCARE TREATMENT SERVICES, INC. BESTCARE TREATMENT SERVICES, INC. 403(B) PLAN | REDMOND OR | 350 | $6.2M | $5K |
