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 Fund - Instl in their Schedule of Assets, totaling $15.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | P & M HOLDING GROUP, LLP P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN | SOUTHFIELD MI | 3,611 | $655.4M | $4.5M |
| 2 | NATIONAL FUTURES ASSOCIATION NATIONAL FUTURES ASSOCIATION EMPLOYEE RETIREMENT SAVINGS PLAN | CHICAGO IL | 502 | $300.9M | $3.8M |
| 3 | MADISON IAQ LLC |
CHICAGO IL |
| 3,638 |
| $279.9M |
| $2.0M |
| 4 | P & M HOLDING GROUP, LLP P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN | SOUTHFIELD MI | 1,046 | $226.5M | $1.6M |
| 5 | MORRISON COHEN LLP MORRISON COHEN RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 186 | $126.8M | $1.2M |
| 6 | MAG DS CORP. MAG DS CORP. 401K PLAN | FAIRFAX VA | 875 | $114.0M | $1.0M |
| 7 | COMPSYCH MANAGEMENT CORPORATION COMPSYCH MANAGEMENT CORPORATION RETIREMENT PLAN | CHICAGO IL | 1,414 | $53.6M | $781K |
| 8 | J. FRANK ASSOCIATES, LLC JOELE FRANK, WILKINSON BRIMMER KATCHER VIP PLAN | NEW YORK NY | 226 | $26.1M | $455K |
| 9 | 1ST CHOICE CABINETRY, LLC 1ST CHOICE CABINETRY, LLC 401K RETIREMENT PLAN | RALEIGH NC | 137 | $4.2M | $3K |
