Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Pimco Pimco Total Return A in their Schedule of Assets, totaling $53.0M 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 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $17.2M |
| 2 | ENDURANCE U.S. HOLDINGS CORP. ENDURANCE 401K PLAN | ALPHARETTA GA | 2,825 | $662.7M | $11.2M |
| 3 | FLEXCON COMPANY, INC FLEXCON HOLDINGS TRUST RETIREMENT PLAN |
SPENCER MA |
| 977 |
| $172.7M |
| $7.4M |
| 4 | WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY WOODMENLIFE 401(K) PLAN | OMAHA NE | 1,225 | $160.4M | $3.8M |
| 5 | AIR FORCE RETIRED OFFICERS COMMUNITY - WASHINGTON, D.C. FALCONS LANDING 403(B) PLAN | POTOMAC FALLS VA | 353 | $15.5M | $3.3M |
| 6 | ST. LUKE'S CORNWALL HOSPITAL ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN | NEWBURGH NY | 1,423 | $109.6M | $3.2M |
| 7 | VERMONT MUTUAL INSURANCE COMPANY VERMONT MUTUAL INSURANCE COMPANY 401(K) PLAN | MONTPELIER VT | 343 | $76.4M | $2.4M |
| 8 | NORTH COUNTRY HEALTH SYSTEM, INC. NORTH COUNTRY HEALTH SYSTEM, INC. CONTRIBUTORY TAX SHELTERED RETIREMENT PLAN | NEWPORT VT | 626 | $74.0M | $1.1M |
| 9 | SECU CREDIT UNION SECU/S3 401(K) RETIREMENT PLAN | LINTHICUM MD | 1,250 | $116.8M | $942K |
| 10 | ATLANTIC CONTAINER LINE (USA) LLC ATLANTIC CONTAINER LINE (USA) LLC SAVINGS PLAN | WESTFIELD NJ | 140 | $61.3M | $689K |