Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Pimco Real Return Fund Ins Registered Investment Company in their Schedule of Assets, totaling $4.5M 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 | CROUSE HOSPITAL CROUSE HOSPITAL 401(K) PLAN | SYRACUSE NY | 721 | $125.7M | $885K |
| 2 | COMMUNITY FIRST CREDIT UNION OF COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN | JACKSONVILLE FL | 421 | $26.4M | $569K |
| 3 | ATOS SYNTEL INC. ATOS SYNTEL INC. 401(K) PLAN |
TROY MI |
| 947 |
| $57.1M |
| $472K |
| 4 | ION FINANCIAL, MHC ION FINANCIAL, MHC 401K PLAN | NAUGATUCK CT | 349 | $50.8M | $461K |
| 5 | IVEK CORPORATION IVEK CORPORATION 401(K) PLAN | N. SPRINGFIELD VT | 94 | $15.9M | $338K |
| 6 | CALIFORNIA NURSES ASSOCIATION CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN | OAKLAND CA | 400 | $30.3M | $291K |
| 7 | CROUSE HOSPITAL CROUSE HOSPITAL 401(K) RETIREMENT PLAN FOR | SYRACUSE NY | 2,253 | $96.0M | $273K |
| 8 | ANUVU OPERATIONS LLC ANUVU RETIREMENT PLAN | SANTA ANA CA | 453 | $45.4M | $263K |
| 9 | ANUVU OPERATIONS LLC ANUVU RETIREMENT PLAN | SANTA ANA CA | 449 | $38.5M | $247K |
| 10 | NAFSA ASSOCIATION OF INTERNATIONAL EDUCATORS NAFSA ASSOCIATION OF INTERNATIONAL EDUCATORS 403B PLAN | WASHINGTON DC | 71 | $26.5M | $246K |
