Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding PIMCO PIMCO Total return Institutional Fund in their Schedule of Assets, totaling $26.0M 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 | KAMAN CORPORATION KAMAN CORPORATION 401K PLAN | BLOOMFIELD CT | 1,619 | $452.6M | $11.1M |
| 2 | ANDERSON HOLDINGS ANDERSON HOLDINGS 401(K) SAVINGS PLAN | LOS ANGELES CA | 74 | $93.2M | $5.5M |
| 3 | WEEKLEY HOMES LLC WEEKLEY HOMES 401(K) PLAN |
| 1,679 |
| $413.2M |
| $3.7M |
| 4 | ANDERSON KILL P.C. THE ANDERSON KILL P.C. PROFIT SHARING PLAN | NEW YORK NY | 126 | $101.9M | $2.2M |
| 5 | MECHANICAL DYNAMICS & ANALYSIS LLC MECHANICAL DYNAMICS & ANALYSIS LLC 401(K) PLAN | LATHAM NY | 634 | $123.6M | $2.1M |
| 6 | PIONEER PHYSICIANS NETWORK, INC. PIONEER PHYSICIANS NETWORK, INC. 401(K) PROFIT SHARING PLAN | UNIONTOWN OH | 278 | $47.8M | $677K |
| 7 | LERETA, LLC LERETA, LLC 401(K) PLAN | POMONA CA | 594 | $34.7M | $254K |
| 8 | DIAMOND SURFACE, INC. DIAMOND SURFACE, INC. 401(K) PLAN | ROGERS MN | 73 | $15.4M | $230K |
| 9 | TONY'S FINER FOODS ENTERPRISES, LLC TONY'S FINER FOODS ENTERPRISES, LLC 401(K) PLAN | ONTARIO CA | 1,936 | $15.6M | $187K |
| 10 | RED COATS, INC. RED COATS, INC. EMPLOYEES' 401(K) PLAN | BETHESDA MD | 3,134 | $27.5M | $163K |
