Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Pimco Real Return Admin Mutual Fund in their Schedule of Assets, totaling $3.0M 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 | THE OKONITE COMPANY INC. THE OKONITE COMPANY 401(K) SAVINGS PLAN | RAMSEY NJ | 727 | $86.6M | $2.4M |
| 2 | SYMBOTIC LLC SYMBOTIC LLC 401(K) PLAN | WILMINGTON MA | 1,681 | $89.7M | $394K |
| 3 | KUMON NORTH AMERICA, INC. KUMON NORTH AMERICA, INC. 401(K) PLAN |
RUTHERFORD NJ |
| 294 |
| $69.3M |
| $152K |
| 4 | HILL WALLACK LLP HILL WALLACK RETIREMENT PLAN | PRINCETON NJ | 166 | $23.9M | $38K |
| 5 | FIRST STATE BANK FIRST STATE BANK 401(K) PROFIT SHARING PLAN | WINCHESTER OH | 147 | $11.9M | $28K |