Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding PIMCO RAE US SMALL CIT in their Schedule of Assets, totaling $144.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALBERTSONS COMPANIES, INC. ALBERTSONS COMPANIES MASTER TRUST | BOISE ID | — | $8.0B | $130.5M |
| 2 | AMERICAN BUILDERS & CONTRACTORS SUPPLY CO INC ABC SUPPLY COMPANY EMPLOYEES' SAVINGS & RETIREMENT PLAN | BELOIT WI | 19,397 | $1.3B | $7.2M |
| 3 | RSD - TOTAL CONTROL |
LAKE FOREST CA |
| 713 |
| $89.3M |
| $1.1M |
| 4 | ASHGROVE HOLDINGS, LLC THE ASHGROVE HOLDINGS 401K PLAN | STERLING VA | 1,090 | $89.8M | $931K |
| 5 | CANAL BARGE COMPANY, INC. CANAL BARGE COMPANY, INC. EMPLOYEES' 401K SAVINGS PLAN | NEW ORLEANS LA | 943 | $100.3M | $477K |
| 6 | WHEELS UP PARTNERS LLC WHEELS UP PARTNERS LLC RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,447 | $182.0M | $462K |
| 7 | KA PO'E HANA LLC KA PO'E HANA LLC 401(K) PLAN | WASHINGTON DC | 161 | $32.8M | $355K |
| 8 | THE ALTMAN COMPANIES, LLC ALTMAN COMPANIES 401K PLAN | BOCA RATON FL | 68 | $10.5M | $321K |
| 9 | CERRIS, INC. CERRIS, INC. 401K PROFIT SHARING PLAN | OVERLAND PARK KS | 712 | $85.1M | $304K |
| 10 | CH EMPLOYMENT SERVICES, LLC CH EMPLOYMENT SERVICES, LLC 401(K) PLAN | MIAMI FL | 256 | $21.9M | $303K |
