Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Pimco Pimco Total Return Fund—Institutional in their Schedule of Assets, totaling $35.4M 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 | BLUE CROSS & BLUE SHIELD OF MINNESOTA BLUE CROSS AND BLUE SHIELD OF MINNESOTA EMPLOYEE SAVINGS PLAN | EAGEN MN | 2,995 | $884.6M | $18.5M |
| 2 | UHHS UHHS 401(K) RETIREMENT SAVINGS PLAN | SHAKER HEIGHTS OH | 8,319 | $766.9M | $12.1M |
| 3 | LABATT FOOD SERVICE LABATT FOOD SERVICE EMPLOYEES' PROFIT SHARING PLAN |
SAN ANTONIO TX |
| 1,586 |
| $83.3M |
| $2.3M |
| 4 | INDORAMA VENTURES OXIDES LLC INDORAMA VENTURES 401(K) PLAN | THE WOODLANDS TX | 1,012 | $159.8M | $2.3M |
| 5 | GOLD POINT LODGING & REALTY, INC. BRECKENRIDGE GRAND VACATIONS 401(K) PLAN | BRECKENRIDGE CO | 639 | $23.0M | $59K |
| 6 | SERVICE ACCESS & MANAGEMENT, INC. SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN | POTTSVILLE PA | 792 | $43.1M | $47K |