Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO PIMCO Total Return Fund N/A in their Schedule of Assets, totaling $752K 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 | DAKOTA CONSULTING, INC. DAKOTA CONSULTING, INC 401(K) PLAN | POTOMAC MD | 4 | $7.4M | $374K |
| 2 | WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. WASHINGTON COUNTY MENTAL HEALTH SERVICES, INC. 403B PLAN | MONTPELIER VT | 647 | $25.0M | $198K |
| 3 | EXCELACOM, INC. EXCELACOM, INC. 401(K) PLAN |
RESTON VA |
| 64 |
| $7.4M |
| $180K |