Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO RAE PLUS Small Fund Institutional Class Mutual Fund in their Schedule of Assets, totaling $498K 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 | IOVANCE BIOTHERAPEUTICS, INC. IOVANCE BIOTHERAPEUTICS, INC. 401(K) PLAN | SAN CARLOS CA | 832 | $61.5M | $471K |
| 2 | PAYNEARME, INC. PAYNEARME 401(K) PLAN | SANTA CLARA CA | 228 | $16.1M | $21K |
| 3 | LANDPRO EQUIPMENT, LLC LANDPRO EQUIPMENT, LLC 401(K) PLAN |
FALCONER NY |
| 429 |
| $24.2M |
| $6K |