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 Institutional N/R in their Schedule of Assets, totaling $8.4M 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 | STEEL SERVICES LTD STEEL PARTNERS 401(K) SAVINGS PLAN | NEW YORK CITY NY | 2,702 | $287.4M | $5.0M |
| 2 | EVER GREEN ENERGY, INC. EVER-GREEN ENERGY, INC. 401(K) SALARY DEFERRAL RETIREMENT PLAN - OFFICE & SUPERVISORY | ST. PAUL MN | 119 | $32.7M | $1.6M |
| 3 | SUMMIT ELECTRIC SUPPLY CO., INC. |
ALBUQUERQUE NM |
| 719 |
| $94.5M |
| $1.3M |
| 4 | CLINICS OF NORTH TEXAS, LLP CLINICS OF NORTH TEXAS 401(K) PROFIT SHARING PLAN | WICHITA FALLS TX | 208 | $48.6M | $549K |
