Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Pimco Real Return A in their Schedule of Assets, totaling $9.1M 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 | ROCHE BROS. MIDCO, LLC F/K/A ROCHE BROS. SUPERMARKETS, CO. ROCHE BROS. 401(K) AND PROFIT SHARING PLAN | MANSFIELD MA | 2,604 | $206.9M | $4.8M |
| 2 | THE SCOTTSDALE COMPANY LUTGERT COMPANIES RETIREMENT PLAN | NAPLES FL | 104 | $16.4M | $700K |
| 3 | SCOTT GROUP CUSTOM CARPETS, INC. |
GRAND RAPIDS MI |
| 223 |
| $15.6M |
| $671K |
| 4 | ARGUS MEDIA, INC. ARGUS MEDIA INC. AND SUBSIDIARIES 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 258 | $40.3M | $633K |
| 5 | PAGE BROTHERS ASSOCIATES, INC. D/B/A CORAL SPRINGS HONDA CORAL SPRINGS AUTO MALL 401(K) RETIREMENT PLAN | CORAL SPRINGS FL | 354 | $13.9M | $496K |
| 6 | ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 112 | $37.6M | $375K |
| 7 | VISION33, INC. VISION33 401K PLAN | IRVINE CA | 100 | $12.3M | $287K |
| 8 | TRAVEL INCORPORATED TRAVEL INCORPORATED RETIREMENT PLAN | DULUTH GA | 252 | $28.7M | $276K |
| 9 | DOWDING INDUSTRIES, INC. DOWDING INDUSTRIES, INC. 401(K) PROFIT-SHARING PLAN | EATON RAPIDS MI | 198 | $8.4M | $268K |
| 10 | BRADFORD & BARTHEL, LLP BRADFORD & BARTHEL 401(K) PROFIT SHARING PLAN AND TRUST | SACRAMENTO CA | 226 | $35.6M | $219K |
