Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Pimco Pimco Total Return Inst in their Schedule of Assets, totaling $25.1M 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 | COMMUNITY HOSPITAL CORPORATION COMMUNITY HOSPITAL CORPORATION EMPLOYEES' 403(B) PLAN | PLANO TX | 4,112 | $167.2M | $7.7M |
| 2 | CHILDREN'S SPECIALTY GROUP, PLLC CHILDREN'S SPECIALTY GROUP, PLLC 401(K) PROFIT SHARING PLAN | NORFOLK VA | 499 | $222.3M | $5.7M |
| 3 | COMMUNITY HOSPITAL CORPORATION |
PLANO TX |
| 4,149 |
| $72.5M |
| $3.4M |
| 4 | PROCONEX THE PROCONEX GROUP 401K PLAN | ROYERSFORD PA | 302 | $82.1M | $2.5M |
| 5 | HEALTHALLIANCE HOSPITAL - MARY'S AVENUE CAMPUS HEALTHALLIANCE 403(B) PLAN | KINGSTON NY | 1,286 | $103.1M | $2.2M |
| 6 | THE UNITED NATIONS INTERNATIONAL SCHOOL UNITED NATIONS INTERNATIONAL SCHOOL EMPLOYEES PENSION PLAN | NEW YORK NY | 277 | $125.9M | $2.0M |
| 7 | UNICO LLC UNICO TECHNOLOGIES GROUP 401(K) PLAN | FRANKSVILLE WI | 419 | $55.4M | $919K |
| 8 | MANAGEPOINT MANAGEPOINT RETIREMENT PLAN | INDIANAPOLIS IN | 691 | $18.6M | $266K |
| 9 | STRATEGIC FUNDING SOURCE INC. DBA KAPITUS STRATEGIC FUNDING SOURCE INC 401K PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 319 | $16.4M | $193K |
| 10 | INDUSTRIAL ECONOMICS INCORPORATED IEC EMPLOYEE SAVINGS PLAN | CAMBRIDGE MA | 133 | $11.8M | $142K |
