Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIMCO RAE US Small Fund Mutual Funds in their Schedule of Assets, totaling $653K 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 | THE DERON SCHOOL OF NEW JERSEY, INC THE DERON SCHOOL RETIREMENT PLAN | UNION NJ | 202 | $24.7M | $621K |
| 2 | INFUSION UPSTATE NY, INC. INFUSION UPSTATE NY, INC. 401(K) PLAN | DEPEW NY | 200 | $12.5M | $32K |