Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding PIMCO Real Return Fund A in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BASIC COMMERCE & INDUSTRIES, INC. BCI, INC. 401(K) PROFIT SHARING PLAN | MOORESTOWN NJ | 181 | $61.8M | $781K |
| 2 | HEDRICK BROTHERS CONSTRUCTION CO HEDRICK BROTHERS CONSTRUCTION CO., INC. THRIFT AND PROFIT SHAR | WEST PALM BEACH FL | 187 | $15.8M | $490K |
| 3 | THE CURTIS INSTITUTE OF MUSIC |
PHILADELPHIA PA |
| 66 |
| $13.5M |
| $30K |
| 4 | AMERICAN EAGLE READY MIX AMERICAN EAGLE READY MIX 401K PLAN | NORTH LAS VEGAS NV | 884 | $2.6M | $11K |
| 5 | TRANSPORT WORKERS UNION LOCAL 10 TRANSPORT WORKERS UNION LOCAL 100 401K PLAN | BROOKLYN NY | 964 | $2.6M | $6K |
| 6 | R & B WHOLESALE DISTRIBUTORS INC R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 176 | $13.1M | $6K |
| 7 | HOSPICE SOURCE, LLC HOSPICE SOURCE, LLC | CARROLLTON TX | 239 | $1.7M | $4K |