Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIMCO Pimco Total Return Fund Institutional Class N/A 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 | PALMER-DONAVIN MANUFACTURING COMPANY THE PALMER-DONAVIN RETIREMENT PLAN | GROVE CITY OH | 586 | $53.9M | $903K |
| 2 | AMERICAN SOCIETY OF HEMATOLOGY AMERICAN SOCIETY OF HEMATOLOGY 403(B) PLAN | WASHINGTON DC | 149 | $54.0M | $326K |