Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Pimco Pimco Real Return Institutional Class in their Schedule of Assets, totaling $5.1M 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 | BEACHFLEISCHMAN PLLC BEACHFLEISCHMAN, PLLC 401(K) PLAN | TUCSON AZ | 219 | $51.6M | $4.3M |
| 2 | SCANDINAVIAN TOBACCO GROUP US HOLDING, INC. SCANDINAVIAN TOBACCO RETIREMENT SAVINGS PLAN | RICHMOND VA | 725 | $64.2M | $375K |
| 3 | THE BALDWIN SCHOOL THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN |
BRYN MAWR PA |
| 215 |
| $42.0M |
| $258K |
| 4 | REEDS JEWELERS, INC. REEDS JEWELERS, INC. 401(K) PROFIT SHARING RETIREMENT PLAN | WILMINGTON NC | 753 | $34.9M | $62K |
| 5 | NEW PAGE CAPITAL, LLC NEW PAGE CAPITAL, LLC 401K PLAN | SOPHIA NC | 238 | $8.8M | $36K |
| 6 | CODILIS & ASSOCIATES, P.C. CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN | BURR RIDGE IL | 293 | $37.2M | $35K |
| 7 | COULTER VENTURES LLC DBA ROGUE FITNESS ROGUE FITNESS 401(K) PLAN | COLUMBUS OH | 562 | $16.8M | $15K |
