Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding PIMCO Real Return Fund Ins * in their Schedule of Assets, totaling $3.4M 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 | TRUSTEES OF LIQUOR AND ALLIED WKRS UNION, LOCAL 3 EMP DEFERRED COMP LIQUOR AND ALLIED WORKERS UNION LOCAL NO. 3, EMP | RIVER FOREST IL | 1,458 | $331.7M | $1.5M |
| 2 | ORORA VISUAL, LLC ORORA VISUAL RETIREMENT SAVINGS PLAN | MESQUITE TX | 508 | $32.1M | $826K |
| 3 | APRICOT DESIGNS, INC. |
COVINA CA |
| 116 |
| $10.4M |
| $204K |
| 4 | THE MEET GROUP, INC. THE MEET GROUP, INC. 401K RETIREMENT PLAN | NEW HOPE PA | 128 | $26.8M | $158K |
| 5 | FLANIGANS ENTERPRISES, INC. FLANIGAN'S 401(K) PLAN | FORT LAUDERDALE FL | 7,423 | $14.5M | $135K |
| 6 | STAUFFER MANUFACTURING COMPANY STAUFFER MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN | RED HILL PA | 230 | $31.6M | $108K |
| 7 | R.G. REZIN, INC. R.G. REZIN GROUP 401(K) PROFIT SHARING PLAN | TOMAH WI | 132 | $9.1M | $94K |
| 8 | QUALIFIED EMERGENCY SPECIALISTS, INC. QUALIFIED EMERGENCY SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY TX | 76 | $66.0M | $84K |
| 9 | ENTERPRISE INTEGRATION, INC. ENTERPRISE INTEGRATION, INC. 401(K) PLAN | JACKSONVILLE FL | 120 | $4.3M | $82K |
| 10 | NEW YORK LEGAL ASSISTANCE GROUP NEW YORK LEGAL ASSISTANCE GROUP SAVINGS PLAN | NEW YORK NY | 375 | $34.7M | $66K |
