Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Pimco Real Return Fund-Instl Registered Investment Company in their Schedule of Assets, totaling $46.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $20.5M |
| 2 | HOK GROUP, INC. HOK GROUP, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 1,414 | $361.8M | $7.8M |
| 3 | TP ICAP AMERICAS HOLDINGS INC. TP ICAP 401(K) PLAN |
| 1,323 |
| $598.8M |
| $7.7M |
| 4 | PENNSYLVANIA STATE EMPLOYEES CREDIT UNION PENNSYLVANIA STATE EMPLOYEES CREDIT UNION 401(K) RETIREMENT PLAN | HARRISBURG PA | 841 | $187.1M | $4.7M |
| 5 | MOORE CAPITAL MANAGEMENT, LP MOORE CAPITAL MANAGEMENT, LP 401(K) PLAN | NEW YORK NY | 458 | $209.4M | $3.0M |
| 6 | M.D.C. HOLDINGS, INC. M.D.C. HOLDINGS, INC. 401(K) SAVINGS PLAN | DENVER CO | 1,870 | $158.8M | $2.2M |
| 7 | KARPINSKI ENGINEERING, INC. KARPINSKI ENGINEERING, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST | CLEVELAND OH | 126 | $24.8M | $347K |
| 8 | MACANDREWS & FORBES GROUP, LLC MACANDREWS & FORBES GROUP, LLC SAVINGS OR CASH OPTION PLAN FOR EMPLOYEES | NEW YORK NY | 120 | $44.1M | $216K |
| 9 | SCUFCW JOINT BENFIT FUNDS LLC SCUFCW JOINT BENEFIT FUNDS 401(K) PLAN | CYPRESS CA | 174 | $10.1M | $34K |
| 10 | THERMA-STOR LLC THERMA-STOR UNION 401(K) PLAN | MADISON WI | 125 | $4.8M | $8K |
