Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Pimco Pimco Total Return Institutional in their Schedule of Assets, totaling $25.0M 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 | FANATICS HOLDINGS, INC. FANATICS 401(K) RETIREMENT PLAN | NEW YORK NY | 10,927 | $364.4M | $7.0M |
| 2 | PELLA REGIONAL HEALTH CENTER PELLA REGIONAL HEALTH CENTER 401(K) PLAN | PELLA IA | 944 | $101.5M | $4.7M |
| 3 | PROVISION PARTNERS COOPERATIVE DBA ALLIED COOPERATIVE |
MARSHFIELD WI |
| 444 |
| $40.5M |
| $4.2M |
| 4 | ENCORE GROUP (USA), LLC ENCORE GROUP (USA) LLC RETIREMENT SAVINGS PLAN | SCHILLER PARK IL | 10,531 | $453.2M | $3.1M |
| 5 | TRIHYDRO CORPORATION TRIHYDRO CORPORATION 401(K) PLAN | LARAMIE WY | 599 | $102.8M | $2.6M |
| 6 | THULE INC. THULE INC. 401(K) PLAN | SEYMOUR CT | 304 | $46.5M | $1.2M |
| 7 | HOSPICE & PALLIATIVE CARE CHARLOTTE REGION HOSPICE & PALLIATIVE CARE CHARLOTTE REGION SAVINGS AND INCENTIVE PARTNERSHIP PLAN | CHARLOTTE NC | 979 | $44.8M | $569K |
| 8 | THE MOREY ORGANIZATION, INC. MOREY ORGANIZATION 401(K) RETIREMENT PLAN | WILDWOOD NJ | 191 | $22.8M | $473K |
| 9 | LOS ANGELES OPERA COMPANY LOS ANGELES OPERA COMPANY RETIREMENT PLAN | LOS ANGELES CA | 592 | $13.9M | $304K |
| 10 | CH EMMAUS, INC. CH EMMAUS 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 213 | $8.0M | $292K |
