Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding PIMCO PIMCO Realpath Blend 2060 Institutional in their Schedule of Assets, totaling $9.6M 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 | SIMPLISAFE, INC. SIMPLISAFE 401(K) PLAN | BOSTON MA | 1,145 | $55.3M | $4.1M |
| 2 | TRINITY HEALTH CORPORATION GENESIS EMPLOYER CONTRIBUTION PLAN | LIVONIA MI | 4,699 | $144.6M | $1.8M |
| 3 | LOADSMART, INC. LOADSMART, INC. 401(K) PLAN | CHICAGO |
| 159 |
| $8.1M |
| $1.6M |
| 4 | BUREAU VERITAS HOLDINGS, INC. BUREAU VERITAS INDUSTRIES & FACILITIES 401(K) PROFIT SHARING PLAN | HOUSTON TX | 4,286 | $289.5M | $1.4M |
| 5 | INSIGHT INVESTMENTS CORP. INSIGHT INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN | COSTA MESA CA | 285 | $46.9M | $678K |
| 6 | RELIANT REAL ESTATE MANAGEMENT INC. RELIANT REAL ESTATE MANAGEMENT 401(K) PROFIT SHARING PLAN | SANTA ANA CA | 167 | $3.1M | $34K |
| 7 | SPARK POWER (USA) CORP SPARK POWER CORP USA 401(K) PLAN | SAN BENITO TX | 238 | $2.9M | $19K |
