Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Real Return Fund, Institutional Mutual funds in their Schedule of Assets, totaling $676K 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 | ROSE COMPANIES EMPLOYER, LLC ROSE COMPANIES EMPLOYER 401(K) PLAN | INDEPENDENCE OH | 97 | $36.1M | $375K |
| 2 | CIPLA USA CIPLA USA 401(K) PLAN | WARREN NJ | 787 | $44.6M | $234K |
| 3 | MAKI CORPORATION MAKI CORPORATION 401(K) PROFIT SHARING PLAN |
GARDNER MA |
| 127 |
| $7.7M |
| $67K |