Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Pimco Pimco Real Return Fund, Institutional in their Schedule of Assets, totaling $26.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STARBUCKS CORPORATION STARBUCKS CORPORATION 401(K) PLAN | SEATTLE WA | 220,791 | $4.9B | $16.8M |
| 2 | CHILDREN'S HOSPITAL OF CHICAGO MEDICAL CENTER ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN | CHICAGO IL | 7,037 | $1.1B | $4.9M |
| 3 | PEDIATRIC FACULTY FOUNDATION |
CHICAGO IL |
| 961 |
| $553.0M |
| $1.5M |
| 4 | IAA HOLDINGS LLC. IAA 401(K) PLAN | WESTCHESTER IL | 3,829 | $291.9M | $1.3M |
| 5 | G3 TECHNOLOGIES INC G3 TECHNOLOGIES INC 401(K) PLAN | COLUMBIA MD | 223 | $59.5M | $936K |
| 6 | MOMENTUM MIDSTREAM MANAGEMENT LLC MOMENTUM MIDSTREAM MANAGEMENT LLC 401(K) PLAN | HOUSTON TX | 263 | $35.6M | $351K |
| 7 | ALLEN & OVERY, LLP ALLEN & OVERY ASSOCIATES 401(K) PLAN | NEW YORK NY | 297 | $45.2M | $244K |
| 8 | LIBERTY FEDERAL CREDIT UNION LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | EVANSVILLE IN | 603 | $49.8M | $222K |
| 9 | ASURITY TECHNOLOGIES, LLC ASURITY TECHNOLOGIES, LLC 401(K) PLAN | DALLAS TX | 174 | $8.3M | $142K |
| 10 | ALLEN OVERY SHEARMAN STERLING US LLP ALLEN & OVERY ASSOCIATES 401(K) PLAN | NEW YORK NY | 305 | $50.8M | $129K |
