Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Pimco PIMCO TOTAL RETURN INSTITUTIONAL CLASS N/R in their Schedule of Assets, totaling $5.7M 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 | ALLIED SERVICES FOUNDATION, INC. ALLIED SERVICES FOUNDATION, INC. 401(K) RETIREMENT SAVINGS PLAN | CLARKS SUMMIT PA | 2,323 | $103.0M | $5.7M |
| 2 | ABLELIGHT INC. ABLELIGHT, INC. 403(B) PLAN | WATERTOWN WI | 1,321 | $30.0M | $63K |