Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Pimco Pimco Real Return Fund- Inst! in their Schedule of Assets, totaling $2.1M 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 | ST. JOHN'S RIVERSIDE HOSPITAL ST. JOHN'S RIVERSIDE HOSPITAL 403(B) RETIREMENT PLAN | YONKERS NY | 2,455 | $218.3M | $1.3M |
| 2 | EVER.AG, LLC EVER.AG 401(K) PLAN | LEWISVILLE TX | 454 | $61.2M | $800K |
| 3 | FLORIDA COMMUNITY HEALTH CENTERS FLORIDA COMMUNITY HEALTH CENTERS , INC. 401(K) PLAN |
WEST PALM BEACH FL |
| 327 |
| $14.3M |
| $9K |