Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding PIMCO Real Return FD CL INST Mutual Funds in their Schedule of Assets, totaling $8.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHEMED CORPORATION CHEMED/ROTO ROOTER SAVINGS & RETIREMENT PLAN | CINCINNATI OH | 3,782 | $371.1M | $7.4M |
| 2 | ARORA AND ASSOCIATES, P.C. ARORA AND ASSOCIATES, P.C. PENSION PLAN | LAWRENCEVILLE NJ | 115 | $38.8M | $444K |
| 3 | SPRINGFIELD ANESTHESIA SERVICE, INC SPRINGFIELD ANESTHESIA SERVICE, INC. 401(K) SAVINGS PLAN |
WEST SPRINGFIELD MA |
| 16 |
| $80.3M |
| $203K |
| 4 | CODONICS, INC. CODONICS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MIDDLEBURG HEIGHTS OH | 124 | $23.7M | $158K |
| 5 | THE INSTITUTE OF INTERNATIONAL FINANCE, INC. I I F RETIREMENT PLAN | WASHINGTON DC | 62 | $40.0M | $125K |
| 6 | CLOEREN INCORPORATED CLOEREN INCORPORATED 401(K) PLAN | ORANGE TX | 343 | $30.6M | $112K |
| 7 | BLACK MANN & GRAHAM LLP BLACK MANN & GRAHAM LLP 401(K) PROFIT SHARING PLAN AND TRUST | FLOWER MOUND TX | 83 | $13.8M | $112K |
| 8 | FIRST QUALITY MAINTENANCE II, LLC FIRST QUALITY MAINTENANCE II, LLC 401(K) | NEW YORK NY | 293 | $12.7M | $51K |
| 9 | CONRAIL SAA/CSXT NORTHERN DISTRICT GENERAL COMMITTEE OF ADJUSTMENT BROTHERHOOD OF LOCOMOTIVE ENGINEERS AND TRAINMEN 4 FOR EMPLOYEES OF CONRAIL SAA | WEST SENECA NY | 3,437 | $19.3M | $31K |
