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 INSTL MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $693K 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 | BURRELL INC. BURRELL BEHAVIORAL HEALTH TAX DEFERRED ANNUITY PLAN | SPRINGFIELD MO | 1,970 | $47.5M | $265K |
| 2 | NATIONAL VAN LINES INC. NATIONAL VAN LINES INC. 401K PLAN | BROADVIEW IL | 169 | $16.1M | $185K |
| 3 | ROCKFORD UNIVERSITY ROCKFORD UNIVERSITY RETIREMENT SAVINGS PLAN |
ROCKFORD IL |
| 298 |
| $37.4M |
| $118K |
| 4 | HALE KIPA INC. HALE KIPA INC. 403B PLAN | EWA BEACH HI | 106 | $4.6M | $53K |
| 5 | COVENANT WOODS COVENANT WOODS 403B RETIREMENT SAVINGS PLAN | MECHANICSVILLE VA | 317 | $10.4M | $36K |
| 6 | VISTA DEL MAR CHILD AND FAMILY SERVICES 403B THRIFT PLAN OF VISTA DEL MAR CHILD AND FAMILY SERVICES | LOS ANGELES CA | 596 | $15.6M | $34K |
| 7 | ATLANTA HARDWOOD CORPORATION ATLANTA HARDWOOD CORPORATION 401K PROFIT SHARING PLAN | MABLETON GA | 151 | $8.4M | $3K |