Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding PIMCO PIMCO Real Return Inst. Class in their Schedule of Assets, totaling $22.1M 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 | MAIMONIDES MEDICAL CENTER MAIMONIDES MEDICAL CENTER TAX DEFERRED RETIREMENT PLAN | BROOKLYN NY | 8,074 | $1.0B | $17.8M |
| 2 | THE HAVERFORD SCHOOL THE HAVERFORD SCHOOL 403(B) PLAN | HAVERFORD PA | 192 | $101.5M | $975K |
| 3 | SPRINGSIDE CHESTNUT HILL ACADEMY SPRINGSIDE CHESTNUT HILL ACADEMY 403(B) RETIREMENT PLAN |
PHILADELPHIA PA |
| 249 |
| $88.4M |
| $797K |
| 4 | NORWICH UNIVERSITY NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHFIELD VT | 1,016 | $175.8M | $762K |
| 5 | ETHICAL CULTURE FIELDSTON SCHOOL ETHICAL CULTURE FIELDSTON SCHOOL 403(B) RETIREMENT PLAN | NEW YORK NY | 388 | $206.3M | $516K |
| 6 | MONTCLAIR KIMBERLEY ACADEMY FOUNDATION MONTCLAIR KIMBERLEY ACADEMY FOUNDATION DEFINED CONTRIBUTION AND SUPPLEMENTAL RET. ANNUITY PLAN | MONTCLAIR NJ | 246 | $108.4M | $466K |
| 7 | THE AGNES IRWIN SCHOOL AGNES IRWIN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BRYN MAWR PA | 305 | $53.5M | $432K |
| 8 | THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 98 | $51.5M | $168K |
| 9 | HOMEBRIDGE, INC. HOMEBRIDGE 403(B) PLAN | SAN FRANCISCO CA | 504 | $8.8M | $166K |
| 10 | MAYFIELD JUNIOR SCHOOL MAYFIELD JUNIOR SCHOOL OF THE HOLY CHILD JESUS DEFINED CONTRIBUTION RETIREMENT PLAN | PASADENA CA | 97 | $32.4M | $67K |
