Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIMCO RAE PLUS SM INSTL in their Schedule of Assets, totaling $164K 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 | B-SQUARED MEDICAL, LLC B-SQUARED MEDICAL 401(K) RETIREMENT PLAN | NEWPORT NEWS VA | 260 | $7.3M | $109K |
| 2 | RESULTS FOR DEVELOPMENT INSTITUT RESULTS FOR DEVELOPMENT INSTITUTE 401(K) PLAN | WASHINGTON DC | 104 | $19.9M | $55K |