Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding PIMCO Real Estate Real Return Strategy Fund Mutual fund in their Schedule of Assets, totaling $966K 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 | AMPLIFY EDUCATION, INC. AMPLIFY EDUCATION, INC. 401(K) PLAN | BROOKLYN NY | 1,786 | $169.0M | $681K |
| 2 | CLAFLIN SERVICE COMPANY CME CORP 401(K) PLAN | WARWICK RI | 289 | $28.8M | $255K |
| 3 | VETERAN PIPELINE CONSTRUCTION INC. CHARGE EPC RETIREMENT TRUST |
SACRAMENTO CA |
| 471 |
| $14.7M |
| $13K |
| 4 | VIP CYCLE & SPORTS CENTER, INC. VMS TAX SHELTERED RETIREMENT PLAN | NORTH PLAINFIELD NJ | 139 | $10.0M | $10K |
| 5 | STAN CLARK COMPANIES, INC. STAN CLARK COMPANIES, INC. 401(K) PLAN | STILLWATER OK | 164 | $8.9M | $8K |
