Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 52 U.S. retirement plans report holding Pimco Pimco Total Return Instl in their Schedule of Assets, totaling $317.5M 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 | BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN | CORAL GABLES FL | 27,513 | $2.7B | $132.6M |
| 2 | DEALER COMPUTER SERVICES, INC. THE REYNOLDS AND REYNOLDS COMPANY 401(K) SAVINGS PLAN | DAYTON OH | 5,468 | $868.0M | $25.2M |
| 3 | ATLANTIC HEALTH SYSTEM INC. |
MORRISTOWN NJ |
| 22,873 |
| $1.3B |
| $23.6M |
| 4 | LOYOLA MARYMOUNT UNIVERSITY LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 3,137 | $538.0M | $23.1M |
| 5 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $18.3M |
| 6 | KNAUF INSULATION, INC. KNAUF INSULATION RETIREMENT PLAN | SHELBYVILLE IN | 1,398 | $179.9M | $12.7M |
| 7 | MAIMONIDES MEDICAL CENTER MAIMONIDES MEDICAL CENTER TAX DEFERRED RETIREMENT PLAN | BROOKLYN NY | 8,074 | $1.0B | $9.9M |
| 8 | SEH AMERICA, INC. SEH AMERICA, INC. EMPLOYEE BENEFIT SAVINGS PLAN | VANCOUVER WA | 1,115 | $169.7M | $8.6M |
| 9 | LONG ISLAND UNIVERSITY LONG ISLAND UNIVERSITY RETIREMENT PLAN | BROOKVILLE NY | 1,936 | $1.0B | $8.0M |
| 10 | LONG ISLAND UNIVERSITY LONG ISLAND UNIVERSITY RETIREMENT PLAN | BROOKVILLE NY | 1,915 | $1.1B | $7.3M |
