Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO RAE Fdmtl Emg Mkts Instl in their Schedule of Assets, totaling $3.5M 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 | BATH COUNTY COMMUNITY HOSPITAL, INC. BATH COMMUNITY HOSPITAL EMPLOYEES 403(B) RETIREMENT PLAN | HOT SPRINGS VA | 232 | $14.4M | $1.6M |
| 2 | HUMBOLDT PARK HEALTH HUMBOLDT PARK HEALTH 403(B) PLAN | CHICAGO IL | 936 | $25.9M | $1.5M |
| 3 | HAZEN PAPER COMPANY HAZEN PAPER COMPANY RETIREMENT PROGRAM |
HOLYOKE MA |
| 39 |
| $12.0M |
| $355K |
| 4 | TETON VALLEY HEALTH CARE, INC. TETON VALLEY HEALTH CARE, INC. 403(B) PLAN | DRIGGS ID | 364 | $7.9M | $4K |