Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIMCO PIMCO RealPath Blend 2040 Inst in their Schedule of Assets, totaling $17.6M 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 | MERITAGE HOMES CORPORATION MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN | SCOTTSDALE AZ | 1,961 | $209.8M | $16.7M |
| 2 | CROWN DIVERSIFIED INDUSTRIES CORPORATION CROWN DIVERSIFIED INDUSTRIES CORP & AFFILIATES 401(K) PS PLAN | CREVE COEUR MO | 519 | $15.0M | $908K |
