Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Pimco Pimco Short-Term Fund Institutional Class in their Schedule of Assets, totaling $1.2M 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 | TEXAS BANK AND TRUST COMPANY TEXAS BANK AND TRUST COMPANY EMPLOYEE PS PLAN AND TRUST | LONGVIEW TX | 504 | $53.9M | $1.1M |
| 2 | BOOTS RETAIL USA, INC. BOOTS RETAIL USA, INC. 401(K) PLAN | CHICAGO IL | 56 | $10.8M | $73K |
| 3 | ASSOCIATION FOR INDIVIDUAL DEVELOPMENT |
AURORA IL |
| 645 |
| $18.2M |
| $56K |