Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding PIMCO REAL RET BD CL A GM Mutual Funds in their Schedule of Assets, totaling $6.6M 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 | P. L. MARKETING INC. P. L. MARKETING INC. 401(K) SAVINGS PLAN | NEWPORT KY | 2,239 | $49.7M | $2.3M |
| 2 | CORNERSTONE MEDICAL HOLDINGS PLC CORNERSTONE MEDICAL GROUP 401(K) SAVINGS PLAN | CLINTON TOWNSHIP MI | 338 | $42.5M | $1.8M |
| 3 | ROWELL CHEMICAL CORPORATION HYER GROUP 401(K) PLAN |
TAMPA FL |
| 81 |
| $18.9M |
| $698K |
| 4 | THE BELT RAILWAY COMPANY OF CHICAGO THE BELT RAILWAY COMPANY OF CHICAGO 401(K) FOR COLLECTIVE BARGAINING EMPLOYEES | BEDFORD PARK IL | 384 | $21.4M | $593K |
| 5 | UPSTAGING, INC. UPSTAGING, INC. 401(K) SAVINGS PLAN | SYCAMORE IL | 513 | $37.1M | $409K |
| 6 | MAGNET, LLC THE MAGNET GROUP 401(K) BENEFIT PLAN | WASHINGTON MO | 319 | $17.9M | $378K |
| 7 | T GRAHAM COMPANIES GRAHAM TIRE COMPANY 401(K) PROFIT SHARING PLAN | SIOUX FALLS SD | 251 | $18.1M | $246K |
| 8 | BLUEWATER TECHNOLOGIES GROUP, INC. BLUEWATER TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN | WIXOM MI | 178 | $14.9M | $142K |
