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 Institutional in their Schedule of Assets, totaling $5.7M 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 | WGU CORPORATION WGU RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 9,058 | $532.7M | $4.4M |
| 2 | THULE INC. THULE INC. 401(K) PLAN | SEYMOUR CT | 304 | $46.5M | $473K |
| 3 | VISTA COMMUNITY CLINIC VISTA COMMUNITY CLINIC TAX DEFERRED ANNUITY PLAN |
| 976 |
| $41.9M |
| $143K |
| 4 | PATRIOT COMMUNICATIONS LLC PATRIOT COMMUNICATIONS - US INTERNATIONAL MEDIA RETIREMENT PLAN | LOS ANGELES CA | 103 | $12.6M | $141K |
| 5 | THE STELTER COMPANY THE STELTER COMPANY 401(K) PLAN | URBANDALE IA | 94 | $19.8M | $141K |
| 6 | SUN FEDERAL CREDIT UNION SUN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | MAUMEE OH | 143 | $28.7M | $107K |
| 7 | SERVICE ACCESS & MANAGEMENT, INC. SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN | POTTSVILLE PA | 792 | $43.1M | $101K |
| 8 | USIM US INTERNATIONAL MEDIA 401(K) PLAN | LOS ANGELES CA | 102 | $14.1M | $98K |
| 9 | PENNSYLVANIA ACADEMY OF THE FINE ARTS PENNSYLVANIA ACADEMY OF THE FINE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 77 | $13.8M | $40K |
| 10 | AXIOS MEDIA, INC. AXIOS MEDIA, INC. 401(K) PLAN | ARLINGTON VA | 473 | $25.9M | $11K |
