Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Pimco Rae Fund'Tl US Sm Mutual fund in their Schedule of Assets, totaling $5.6M 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 | 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 | SOUTH DAKOTA COUNCIL OF COMMUNITY BEHAVIORAL HEA SOUTH DAKOTA ASSOCIATIONS OF COMMUNITY-BASED HUMAN SERVICES RETIREMENT PLAN | PIERRE SD | 1,810 | $52.6M | $511K |
| 6 | VANCO PAYMENT SOLUTIONS, INC. VANCO 401(K) PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 214 | $19.7M | $251K |
| 7 | DRIESSEN WATER, INC. DRIESSEN WATER, INC. 401(K) PLAN | OWATONNA MN | 280 | $13.1M | $226K |
| 8 | BAY & BAY TRANSFER CO., INC. BAY & BAY RETIREMENT PLAN | EAGAN MN | 448 | $12.0M | $189K |
| 9 | SUPERMERCADOS MAXIMO, INC. SUPERMERCADO MAXIMO, INC. RETIREMENT PLAN | SAN JUAN PR | 1,555 | $8.4M | $39K |
| 10 | MENDEZ & CO., INC. MENDEZ & CO., INC. RETIREMENT PLAN | SAN JUAN PR | 511 | $21.5M | $21K |
