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 in their Schedule of Assets, totaling $4.8M 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 | SHUTTS & BOWEN LLP SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A) | MIAMI FL | 354 | $169.1M | $3.5M |
| 2 | SHUTTS & BOWEN LLP SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) | MIAMI FL | 196 | $45.5M | $694K |
| 3 | WORLD WIDE MOVERS, INC. THE 401(K) PROFIT SHARING PLAN AND TRUST OF WORLD WIDE MOVERS, INC. |
LYNNWOOD WA |
| 114 |
| $10.5M |
| $559K |
