Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO RAE US Instl PIMCO 0 in their Schedule of Assets, totaling $3.5M 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 | A.J. ANTUNES & CO. AJ ANTUNES & CO PS & EE SAVINGS PLAN & TRUST | CAROL STREAM IL | 300 | $40.9M | $1.9M |
| 2 | AVEPOINT, INC. AVEPOINT, INC. 401(K) SAVINGS PLAN | JERSEY CITY NJ | 333 | $33.1M | $1.3M |
| 3 | EXECUTIVE CONSTRUCTION INC. EXECUTIVE CONSTRUCTION INC 401(K) SAVINGS PLAN |
HILLSIDE IL |
| 92 |
| $27.2M |
| $242K |
