Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding PIMCO Pimco Real Return Fd Cl Inst in their Schedule of Assets, totaling $14.1M 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 | LIONS GATE ENTERTAINMENT, INC. LIONSGATE 401(K) PLAN | SANTA MONICA CA | 1,402 | $302.1M | $6.4M |
| 2 | MERITAGE HOMES CORPORATION MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN | SCOTTSDALE AZ | 1,961 | $209.8M | $2.1M |
| 3 | CLIFFORD CHANCE US LLP CLIFFORD CHANCE US LLP TAX-DEFERRED SAVINGS AND PROFIT-SHARING PLAN I |
NEW YORK NY |
| 246 |
| $205.7M |
| $1.7M |
| 4 | ENCORE WIRE CORPORATION ENCORE WIRE CORPORATION 401(K) PROFIT SHARING PLAN | MCKINNEY TX | 1,669 | $82.6M | $1.2M |
| 5 | SUNBEAM TELEVISION CORPORATION THE RETIREMENT SAVINGS PLAN OF SUNBEAM TELEVISION CORPORATION | NORTH BAY VILLAGE FL | 605 | $78.1M | $930K |
| 6 | CLIFFORD CHANCE US LLP CLIFFORD CHANCE US LLP TAX-DEFERRED SAVINGS AND PROFIT-SHARING PLAN II | NEW YORK NY | 239 | $80.8M | $861K |
| 7 | CLIFFORD CHANCE US LLP CLIFFORD CHANCE US LLP ASSOCIATES TAX-DEFERRED SAVINGS PLAN | NEW YORK NY | 319 | $78.3M | $859K |
