Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding PIMCO RAE US Fund Institutional Class Mutual fund in their Schedule of Assets, totaling $6.9M 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 | AVALARA, INC. AVALARA, INC. 401(K) PLAN | SEATTLE WA | 2,309 | $232.3M | $3.7M |
| 2 | BEACON CAPITAL PARTNERS, LLC BEACON CAPITAL PARTNERS, LLC 401(K) PLAN | BOSTON MA | 119 | $71.8M | $2.4M |
| 3 | DATASTAX, INC. DATASTAX, INC. 401(K) PLAN |
| 354 |
| $49.1M |
| $335K |
| 4 | COALITION, INC. COALITION 401(K) PLAN | SAN FRANCISCO CA | 540 | $38.7M | $154K |
| 5 | BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA 401K PLAN | PORTAGE IN | 247 | $4.8M | $105K |
| 6 | BENCHLING, INC. BENCHLING, INC. 401(K) PLAN | SAN FRANCISCO CA | 600 | $67.1M | $73K |
| 7 | BIRNAM WOOD GOLF CLUB BIRNAM WOOD GOLF CLUB 401(K) PROFIT SHARING PLAN | SANTA BARBARA CA | 160 | $9.1M | $52K |
| 8 | PUEBLO OF POJOAQUE PUEBLO OF POJOAQUE 401(K) PLAN | SANTA FE NM | 701 | $16.4M | $29K |
| 9 | FORETHOUGHT TECHNOLOGIES INC. FORETHOUGHT TECHNOLOGIES INC. 401(K) PLAN | SAN FRANCISCO CA | 52 | $4.5M | $21K |
