Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO PIMCO Total Return Fund Inst in their Schedule of Assets, totaling $12.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | APEX TOOL GROUP, LLC APEX TOOL GROUP, LLC 401(K) SAVINGS PLAN | SPARKS MD | 1,196 | $276.3M | $11.9M |
| 2 | APEX TOOL GROUP, LLC APEX TOOL GROUP INDIVIDUAL ACCOUNT RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES | SPARKS MD | 117 | $5.9M | $362K |
| 3 | UNIVERSITY OF WISCONSIN FOUNDATION |
MADISON WI |
| 400 |
| $72.7M |
| $129K |
| 4 | LILY TRANSPORTATION CORP. LILY TRANSPORTATION CORP. 401(K) PROFIT SHARING PLAN | NEEDHAM MA | 1,337 | $31.1M | $8K |
