Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO RAE US Fund Institutional Class in their Schedule of Assets, totaling $28.3M 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 | R1 RCM HOLDCO INC. R1 RCM HOLDCO INC. 401(K) PLAN | MURRAY UT | 15,766 | $664.7M | $28.0M |
| 2 | CART.COM, INC. CART.COM RETIREMENT PLAN | HOUSTON TX | 1,177 | $25.5M | $136K |
| 3 | STANDARD DRYWALL, INC. STANDARD DRYWALL, INC. 401(K) PLAN | CORONA CA | 165 | $23.9M | $136K |