Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding PIMCO Pimco Real Return/Institutional Fund in their Schedule of Assets, totaling $28.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $22.5M |
| 2 | KONIAG, INC. KONIAG RETIREMENT PLAN | ANCHORAGE AK | 3,701 | $130.5M | $1.5M |
| 3 | MERCURY SYSTEMS, INC. MERCURY EMPLOYEES RETIREMENT INVESTMENT TRUST |
ANDOVER MA |
| 2,246 |
| $475.6M |
| $1.5M |
| 4 | INTEVA PRODUCTS, LLC INTEVA PRODUCTS, LLC SALARIED EMPLOYEES' SAVINGS AND RETIREMENT PLAN | TROY MI | 945 | $141.0M | $629K |
| 5 | KONIAG, INC. KONIAG 401(K) SAVINGS PLAN | ANCHORAGE AK | 406 | $62.9M | $474K |
| 6 | COMSCORE, INC. COMSCORE, INC. 401(K) PLAN | RESTON VA | 728 | $161.1M | $434K |
| 7 | FIVE RIVERS CATTLE FEEDING, LLC FIVE RIVERS CATTLE FEEDING, LLC 401(K) PLAN | JOHNSTOWN CO | 622 | $35.8M | $357K |
| 8 | OREGON STATE CREDIT UNION OREGON STATE CREDIT UNION 401(K) PLAN | CORVALLIS OR | 295 | $47.0M | $208K |
| 9 | JSC FEDERAL CREDIT UNION JSC FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | HOUSTON TX | 409 | $24.3M | $151K |
| 10 | CALIFORNIA DENTAL ASSOCIATION CALIFORNIA DENTAL ASSOCIATION 401(K) PLAN | SACRAMENTO CA | 253 | $67.3M | $114K |
