Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Pimco Rae Fund'Tl US Sm Mutual fund in their Schedule of Assets, totaling $5.1M 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 | DEWILD GRANT RECKERT & ASSOCIATES DEWILD GRANT RECKERT & ASSOCIATES 401(K) PROFIT SHARING PLAN | ROCK RAPIDS IA | 181 | $100.0M | $2.1M |
| 2 | RISK ADMINISTRATION SERVICES, INC. RAS 401(K) PLAN | SIOUX FALLS SD | 211 | $41.1M | $1.1M |
| 3 | SCHLUTER SYSTEMS L.P. SCHLUTER SYSTEMS L.P. 401(K) PROFIT SHARING PLAN |
PLATTSBURGH NY |
| 1,139 |
| $70.0M |
| $600K |
| 4 | STEWART WELDING & FABRICATING, INC. STEWART WELDING & FABRICATING 401(K) PROFIT SHARING PLAN AND TRUST | WRIGHTSVILLE PA | 151 | $10.5M | $575K |
| 5 | VANCO PAYMENT SOLUTIONS, INC. VANCO 401(K) PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 214 | $19.7M | $251K |
| 6 | DRIESSEN WATER, INC. DRIESSEN WATER, INC. 401(K) PLAN | OWATONNA MN | 280 | $13.1M | $226K |
| 7 | BAY & BAY TRANSFER CO., INC. BAY & BAY RETIREMENT PLAN | EAGAN MN | 448 | $12.0M | $189K |
| 8 | SUPERMERCADOS MAXIMO, INC. SUPERMERCADO MAXIMO, INC. RETIREMENT PLAN | SAN JUAN PR | 1,555 | $8.4M | $39K |
