Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Pimco Real Return Fd Instl Mutual fund in their Schedule of Assets, totaling $214K 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 | CORE ELECTRIC COOPERATIVE CORE ELECTRIC COOPERATIVE VARIABLE ANNUITY DEFINED BENEFIT PLAN | SEDALIA CO | 158 | $11.9M | $156K |
| 2 | MARK PORTER AUTO GROUP, INC. MARK PORTER AUTO GROUP, INC. 401(K) PLAN | POMEROY OH | 250 | $4.7M | $23K |
| 3 | PORT WASHINGTON STATE BANK |
PORT WASHINGTON WI |
| 111 |
| $22.9M |
| $17K |
| 4 | PENNENERGY RESOURCES, LLC PENNENERGY RESOURCES, LLC 401(K) PLAN | CRANBERRY TOWNSHIP PA | 127 | $27.3M | $14K |
| 5 | MOTHER'S MARKET & KITCHEN, INC. MOTHER'S MARKET 401(K) RETIREMENT PLAN | NEWPORT BEACH CA | 355 | $3.3M | $4K |