Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding PIMCO PIMCO Real Return Instl. Fund in their Schedule of Assets, totaling $2.4M 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 | HABIB AMERICAN BANK (HAB BANK) HABIB AMERICAN BANK 401(K) SAVINGS PLAN | NEW YORK NY | 169 | $26.2M | $390K |
| 2 | PREMIER AMERICA CREDIT UNION PREMIER AMERICA RETIREMENT AND SAVINGS PLAN | CHATSWORTH CA | 435 | $55.1M | $356K |
| 3 | MIDLAND COGENERATION VENTURE LIMITED PARTNERSHIP |
MIDLAND MI |
| 0 |
| $55.1M |
| $342K |
| 4 | TERMA INC. TERMA INC. 401(K) PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 86 | $14.3M | $262K |
| 5 | ANDROMEDA ADVANTAGE INC. ANDROMEDA ADVANTAGE, INC. 401(K) PLAN | LONG ISLAND CITY NY | 267 | $13.1M | $222K |
| 6 | AMERICAN LABELMARK COMPANY AMERICAN LABELMARK COMPANY EMPLOYEES' SAVINGS & RETIREMENT PLAN | CHICAGO IL | 209 | $27.3M | $222K |
| 7 | TWD ASSOCIATES, INC. TWD & ASSOCIATES, INC. 401(K) PLAN | ALEXANDRIA VA | 65 | $15.8M | $188K |
| 8 | FORWARD SLOPE INCORPORATED FSI 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 141 | $15.6M | $162K |
| 9 | VALLEY STRONG CREDIT UNION VALLEY STRONG CREDIT UNION PLAN AND TRUST | BAKERSFIELD CA | 574 | $44.7M | $120K |
| 10 | NEW YORK PUBLIC RADIO NEW YORK PUBLIC RADIO RETIREMENT PLAN | NEW YORK NY | 280 | $73.3M | $66K |
