Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO PIMCO TOTAL RETURN INSTL MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LEGAL SERVICES CORPORATION LEGAL SERVICES CORPORATION 403B PLAN | WASHINGTON DC | 194 | $56.8M | $957K |
| 2 | PLANNED PARENTHOOD SOUTHEASTERN PENNSYLVANIA PLANNED PARENTHOOD SOUTHEASTERN PENNSYLVANIA EMPLOYEES SAVINGS AND RETIREMENT PLAN | PHILADELPHIA PA | 194 | $8.2M | $196K |
| 3 | LIFE ENRICHING COMMUNITIES |
LOVELAND OH |
| 1,914 |
| $23.5M |
| $95K |
