Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Real Estate Real Return Strategy Mutual Fund in their Schedule of Assets, totaling $292K 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 | ZIMMER BIOMET APEX SURGICAL, LLC ZIMMER BIOMET APEX SURGICAL 401(K) PLAN | BROADVIEW HEIGHTS OH | 127 | $8.7M | $200K |
| 2 | OMITRON INC OMITRON INC 401(K) PROFIT SHARING PLAN | BELTSVILLE MD | 280 | $67.1M | $90K |
| 3 | HUMAN RESOURCES AGENCY OF NEW BRITAIN, INC. THE 401(K) PROFIT SHARING PLAN OF HUMAN RESOURCES AGENCY OF NEW BRITAIN, INC |
NEW BRITAIN CT |
| 193 |
| $4.8M |
| $2K |
