Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Pimco Pimco Real Return Fund Institutional Class in their Schedule of Assets, totaling $26.0M 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 | DEWBERRY ENGINEERS INC. DEWBERRY 401(K)/PROFIT-SHARING PLAN | FAIRFAX VA | 2,662 | $511.3M | $6.9M |
| 2 | ASANTE ASANTE 403B PLAN | MEDFORD OR | 5,815 | $758.5M | $6.1M |
| 3 | NABORS INDUSTRIES, INC. NABORS INDUSTRIES, INC. RETIREMENT SAVINGS PLAN |
| 3,978 |
| $370.9M |
| $3.4M |
| 4 | ADG, LLC GREAT EXPRESSIONS DENTAL CENTERS EMPLOYEE RETIREMENT PLAN | SOUTHFIELD MI | 2,512 | $98.4M | $2.1M |
| 5 | ITERIS, INC. ITERIS, INC 401(K) AND STOCK OWNERSHIP PLAN | SANTA ANA CA | 503 | $97.8M | $1.4M |
| 6 | ERGOTRON, INC. ERGOTRON 401(K) SAVINGS PLAN | EAGAN MN | 625 | $106.9M | $889K |
| 7 | KULITE SEMICONDUCTOR PRODUCTS, INC. RETIREMENT COMMITTEE KULITE SEMICONDUCTOR PRODUCTS, INC. EMPLOYEES' PROFIT SHARING AND SALARY REDUCTION PLAN | LEONIA NJ | 792 | $97.4M | $814K |
| 8 | DFCU FINANCIAL DFCU FINANCIAL 401(K) PLAN | DEARBORN MI | 626 | $130.7M | $706K |
| 9 | IPS- INTEGRATED PROJECT SERVICES, LLC IPS & AFFILIATES 401(K) PLAN | BLUE BELL PA | 1,440 | $188.5M | $525K |
| 10 | FETCH REWARDS LLC FETCH 401(K) PLAN | MADISON WI | 873 | $44.2M | $494K |
