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 Institutional Class in their Schedule of Assets, totaling $2.9M 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 | VANTAGE SPECIALTY CHEMICALS, INC. VANTAGE SPECIALTY CHEMICALS 401(K) | DEERFIELD IL | 584 | $107.1M | $1.4M |
| 2 | TSRC, INC. TSRC, INC. SAVINGS & INVESTMENT PLAN | ASHLAND VA | 518 | $39.3M | $469K |
| 3 | SERVICES FOR THE UNDERSERVED SERVICES FOR THE UNDERSERVED 403(B) PLAN |
NEW YORK NY |
| 1,779 |
| $32.4M |
| $319K |
| 4 | AJAX BUILDING COMPANY, LLC AJAX BUILDING COMPANY 401(K) PLAN | MIDWAY FL | 260 | $20.1M | $308K |
| 5 | THE BEAVER EXCAVATING COMPANY THE BEAVER EXCAVATING COMPANY PROFIT SHARING PLAN | CANTON OH | 233 | $40.7M | $295K |
| 6 | LITTLE FLOWER MANOR, INC. LITTLE FLOWER MANOR, INC 403(B) PLAN | DARBY PA | 145 | $4.2M | $114K |
