Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 55 U.S. retirement plans report holding Pimco Pimco Real Return Fund -- in their Schedule of Assets, totaling $15.2M 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 | INDUSTRIAL ECONOMICS INCORPORATED IEC RETIREMENT PLAN | CAMBRIDGE MA | 63 | $71.2M | $2.0M |
| 2 | UNDER ARMOUR, INC. UNDER ARMOUR 401(K) PLAN | BALTIMORE MD | 12,621 | $382.2M | $1.7M |
| 3 | MOREHOUSE SCHOOL OF MEDICINE MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN |
ATLANTA GA |
| 1,609 |
| $260.2M |
| $1.6M |
| 4 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN | WEST HAVEN CT | 927 | $317.9M | $1.6M |
| 5 | AMERICAN AUTOMOBILE ASSOC., INC. THE AAA THRIFT / SAVINGS PLAN | HEATHROW FL | 469 | $225.3M | $1.3M |
| 6 | MOELIS & COMPANY HOLDINGS LP MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 932 | $206.4M | $1.0M |
| 7 | THE INLAND GROUP, LLC THE INLAND GROUP, LLC SAVINGS PLAN | OAK BROOK IL | 1,208 | $108.5M | $643K |
| 8 | WOOD COUNTY HOSPITAL ASSOCIATION WOOD COUNTY HOSPITAL 403(B) PLAN | BOWLING GREEN OH | 962 | $52.6M | $605K |
| 9 | BAYES ACHIEVEMENT CENTER BAYES ACHIEVEMENT CENTER 401(K) PROFIT SHARING PLAN | HUNTSVILLE TX | 144 | $10.7M | $547K |
| 10 | DOUBLE DIAMOND MANAGEMENT CORP. DOUBLE DIAMOND MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN | DALLAS TX | 435 | $10.4M | $432K |
