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 - Institutional Mutual fund in their Schedule of Assets, totaling $16.1M 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 | STONEX GROUP INC. STONEX GROUP INC. 401(K) PLAN | KANSAS CITY MO | 1,824 | $309.2M | $4.5M |
| 2 | NATIONAL ASSOCIATION FOR STOCK CAR AUTO RACING, LLC NASCAR EMPLOYEE 401 (K) SAVINGS PLAN | DAYTONA BEACH FL | 4,912 | $248.0M | $3.7M |
| 3 | TD SYNNEX CORPORATION TD SYNNEX 401(K) RETIREMENT PLAN |
FREMONT CA |
| 7,856 |
| $896.1M |
| $3.0M |
| 4 | RB GLOBAL HOLDINGS, INC. RB GLOBAL RETIREMENT PLAN | WESTCHESTER IL | 5,465 | $324.5M | $1.4M |
| 5 | ROGER ZATKOFF COMPANY ROGER ZATKOFF COMPANY EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | FARMINGTON HILLS MI | 171 | $169.7M | $1.0M |
| 6 | HAMILTON, BROOK, SMITH & REYNOLDS, P.C. HAMILTON, BROOK, SMITH & REYNOLDS, P.C. 401(K) PROFIT SHARING PLAN | LINCOLN MA | 70 | $60.3M | $544K |
| 7 | HCBECK, LTD. THE BECK GROUP RETIREMENT SAVINGS PLAN | DALLAS TX | 723 | $189.9M | $543K |
| 8 | ASCEND LEARNING LLC ASCEND LEARNING LLC 401(K) PLAN | LEAWOOD KS | 1,669 | $183.9M | $476K |
| 9 | MNTN DIGITAL, INC. MNTN 401(K) PROFIT SHARING PLAN & TRUST | AUSTIN TX | 500 | $30.5M | $284K |
| 10 | ARK SYSTEMS, INC. ARK SYSTEMS, INC. PROFIT SHARING 401(K) PLAN | COLUMBIA MD | 122 | $12.9M | $233K |
