Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIMCO Real Estate Real Return Strategy Fund - in their Schedule of Assets, totaling $138K 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 | TACONIC BUILDERS, INC. TACONIC BUILDERS 401(K) PLAN | MAMARONECK NY | 125 | $11.5M | $131K |
| 2 | COACHSOURCE LLC COACHSOURCE LLC 401(K) PROFIT SHARING PLAN & TRUST | FRANKLIN LAKES NJ | 451 | $2.9M | $7K |