Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Pimco Pimco Real Rtn Inst in their Schedule of Assets, totaling $907K 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 | PAUL MILLER, INC. PAUL MILLER & ITS AFFILIATES 401(K) PLAN | PARSIPPANY NJ | 655 | $44.5M | $596K |
| 2 | SOC LLC CREWS AUTO GROUP 401(K) PLAN | CHARLESTON SC | 145 | $8.5M | $149K |
| 3 | FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) |
LAWRENCEVILLE NJ |
| 592 |
| $57.1M |
| $75K |
| 4 | AFFINITY DENTAL AFFINITY DENTAL 401-K RETIREMENT PLAN | HOLYOKE MA | 178 | $20.0M | $64K |
| 5 | PORTACOOL, LLC PORTACOOL, LLC 401(K) PLAN | CENTER TX | 320 | $8.2M | $15K |
| 6 | JEWISH ADOPTION & FOSTER CARE OPTIO S JEWISH ADOPTION & FOSTER CARE OPTIONS 403(B) RETIREMENT PLAN | SUNRISE FL | 107 | $5.8M | $8K |
