Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Pimco Real Return Fund - Instl Mutual Fund in their Schedule of Assets, totaling $7.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CORNERSTONE RESEARCH, INC. CORNERSTONE RESEARCH 401(K) AND PROFIT SHARING PLAN | BOSTON MA | 938 | $346.4M | $4.8M |
| 2 | BARRACUDA NETWORKS, INCORPORATED BARRACUDA NETWORKS 401(K) PLAN | CAMPBELL CA | 888 | $134.4M | $1.2M |
| 3 | COACH USA, INC. COACH USA, INC. 401(K) AND SAVINGS PLAN |
PARAMUS NJ |
| 2,285 |
| $75.7M |
| $935K |
| 4 | WILLAMETTE COMMUNITY HEALTH SOLUTIONS D/B/A CASCADE HEALTH CASCADE HEALTH 401(K) RETIREMENT PLAN | EUGENE OR | 253 | $16.8M | $210K |
| 5 | AVANIA, LLC AVANIA 401(K) RETIREMENT PLAN | MARLBOROUGH MA | 138 | $19.5M | $133K |
