Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Pimco Real Return Fund - Inst Mutual Fund - in their Schedule of Assets, totaling $1.2M 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 | DATA ANALYSIS, INC. DATA ANALYSIS, INC. INVESTMENT PLAN AND TRUST | LOS ANGELES CA | 787 | $89.8M | $763K |
| 2 | ONSOLVE, LLC ONSOLVE, LLC 401(K) PLAN | ALPHARETTA GA | 233 | $31.0M | $146K |
| 3 | SONATYPE, INC. SONATYPE RETIREMENT TRUST | FULTON |
| 246 |
| $25.9M |
| $102K |
| 4 | SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401(K) RETIREMENT PLAN | SOMERVILLE MA | 141 | $12.3M | $100K |
| 5 | VARI CORPORATION VARI CORPORATION 401(K) PLAN | POTTSTOWN PA | 169 | $16.2M | $32K |
| 6 | BRATTLEBORO MEMORIAL HOSPITAL BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST | BRATTLEBORO VT | 352 | $28.7M | $20K |
| 7 | FLAVOR PRODUCERS, LLC FLAVOR PRODUCERS, LLC 401K PLAN | VALENCIA CA | 174 | $10.3M | $13K |
| 8 | THE CHARLES RIVER CENTER CHARLES RIVER ARC 401(K) PLAN | NEEDHAM MA | 530 | $6.0M | $1K |
