Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding PIMCO PIMCO Real Return Admin in their Schedule of Assets, totaling $2.2M 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 | CENTERLIGHT HEALTH SYSTEM CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN | FLUSHING NY | 1,437 | $87.5M | $983K |
| 2 | ALTAIR ENGINEERING, INC. ALTAIR SALARY REDUCTION PROFIT SHARING PLAN | TROY MI | 1,006 | $262.8M | $309K |
| 3 | SAFEHOLD INC. SAFEHOLD SAVINGS AND RETIREMENT PLAN TRUST |
NEW YORK NY |
| 81 |
| $63.0M |
| $301K |
| 4 | PEERLESS INDUSTRIES, INC. PEERLESS 401(K) RETIREMENT PLAN | AURORA IL | 0 | $0 | $218K |
| 5 | DENVER ART MUSEUM DENVER ART MUSEUM RETIREMENT PLAN | DENVER CO | 432 | $22.6M | $163K |
| 6 | HAMILTON PARTNERS, INC. HAMILTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN | ITASCA IL | 124 | $56.5M | $131K |
| 7 | BOEHL STOPHER & GRAVES, LLP BOEHL STOPHER & GRAVES AMENDED AND RESTATED RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 33 | $16.4M | $70K |
| 8 | NEXTTEN STAUER, LLC NEXTTEN STAUER, LLC 401(K) PLAN | BURNSVILLE MN | 152 | $10.8M | $26K |
| 9 | TOP NOTCH DISTRIBUTORS, INC. TOP NOTCH DISTRIBUTORS, INC. 401(K) SAVINGS PLAN | HONESDALE PA | 313 | $28.4M | $14K |
