Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Rae Plus Fund in their Schedule of Assets, totaling $9.0M 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 | BRAMCO INC. BRAMCO RETIREMENT PLAN | LOUISVILLE KY | 682 | $97.5M | $7.7M |
| 2 | ADVANCIAL FEDERAL CREDIT UNION ADVANCIAL FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | DALLAS TX | 303 | $57.0M | $1.0M |
| 3 | S. L. NUSBAUM REALTY CO. S.L. NUSBAUM REALTY CO. & NMC 401(K) PLAN |
NORFOLK VA |
| 1,155 |
| $33.9M |
| $381K |
