Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO Real Return Fund Institutional Class Mutual Funds 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 | SANTE HEALTH SYSTEMS, INC. SANTE HEALTH SYSTEM RETIREMENT PLAN | FRESNO CA | 868 | $35.5M | $509K |
| 2 | GAI CONSULTANTS, INC. GAI CONSULTANTS INC. 401(K) PLAN | HOMESTEAD PA | 990 | $127.7M | $411K |
| 3 | GUIDE DOGS FOR THE BLIND, INC. GUIDE DOGS FOR THE BLIND, INC. 403(B) PLAN |
SAN RAFAEL CA |
| 333 |
| $66.5M |
| $272K |
| 4 | BOYDS, L.P. BOYDS, L.P. 401(K) & PROFIT SHARING PLAN | PHILADELPHIA PA | 111 | $7.6M | $2K |