Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Pimco Pimco Real Return in their Schedule of Assets, totaling $6.9M 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 | IDEMIA IDENTITY AND SECURITY IDEMIA RETIREMENT SAVINGS PLAN | RESTON VA | 1,777 | $352.3M | $1.9M |
| 2 | BERKADIA COMMERCIAL MORTGAGE LLC BERKADIA 401(K) RETIREMENT PLAN | AMBLER PA | 1,461 | $334.3M | $1.8M |
| 3 | MATTAMY HOMES CORPORATION MATTAMY HOMES CORPORATION RETIREMENT PLAN |
ORLANDO FL |
| 804 |
| $56.5M |
| $791K |
| 4 | VERMEER SOUTHEAST SALES & SERVICE, INC. VERMEER SOUTHEAST SALES & SERVICES, INC. EMPLOYEE'S PROFIT SHARING PLAN | OCOEE FL | 271 | $27.6M | $373K |
| 5 | ERIE FEDERAL CREDIT UNION ERIE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | ERIE PA | 207 | $19.8M | $352K |
| 6 | INSTITUTIONAL SHAREHOLDER SERVICES INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 752 | $190.8M | $303K |
| 7 | AMERICAN AGRICULTURAL INSURANCE COMPANY AMERICAN AGRICULTURAL INSURANCE COMPANY EMPLOYEES SAVINGS TRUST | SCHAUMBURG IL | 136 | $29.8M | $194K |
| 8 | PB RESTAURANTS, LLC EARL ENTERPRISES RETIREMENT SAVINGS PLAN | ORLANDO FL | 8,647 | $32.2M | $193K |
| 9 | HEYL, ROYSTER, VOELKER & ALLEN P.C. HEYL, ROYSTER, VOELKER & ALLEN P. C. PROFIT SHARING AND 401(K) PLAN | PEORIA IL | 257 | $77.3M | $174K |
| 10 | AUTOMOTIVE SERVICES NETWORK, INC. AUTOMOTIVE SERVICES NETWORK, INC. SALARY DEFERRAL 401(K) PROFIT SHARING | WINTER PARK FL | 624 | $36.4M | $149K |
