Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding PIMCO Real Return Fund Administrative Class " in their Schedule of Assets, totaling $2.2M 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 SIEGFRIED GROUP, LLP THE SIEGFRIED GROUP'S 401(K) PLAN | WILMINGTON DE | 1,269 | $252.4M | $982K |
| 2 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION MITSUBISHI UFJ TRUST AND BANKING CORPORATION RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 249 | $87.9M | $644K |
| 3 | C.E. NIEHOFF & CO. |
EVANSTON IL |
| 449 |
| $71.4M |
| $208K |
| 4 | CONSTRUCTION INDUSTRY SOLUTIONS COINS USA RETIREMENT PLAN | LATHAM NY | 211 | $21.7M | $167K |
| 5 | SIMPLY DENTAL MANAGEMENT, INC. SIMPLY ORTHODONTICS 401(K) RETIREMENT PLAN | HOPKINTON MA | 349 | $6.5M | $54K |
| 6 | HRP ASSOCIATES, INC. HRP ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | FARMINGTON CT | 132 | $21.2M | $35K |
| 7 | SCEPTER, INC. SCEPTER, INC. 401(K) PLAN | WAVERLY TN | 345 | $14.0M | $28K |
| 8 | SCHUNK INTEC INC. SCHUNK 401(K) PLAN | MORRISVILLE NC | 197 | $14.7M | $25K |
| 9 | PR COMMON LLC PR COMMON LLC. 401(K) PLAN | NEW YORK NY | 128 | $6.8M | $23K |
| 10 | ALENE CANDLES, LLC ALENE CANDLES, LLC 401(K) RETIREMENT SAVINGS PLAN | MILFORD NH | 393 | $16.4M | $8K |
