Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 130 U.S. retirement plans report holding Pimco Real Return Fund Instl in their Schedule of Assets, totaling $25.8M 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 | SSI (U.S.) INC. DBA SPENCER STUART SPENCER STUART RETIREMENT BENEFITS PLAN | CHICAGO IL | 1,046 | $568.4M | $6.1M |
| 2 | CENTRAL BANCOMPANY CENTRAL BANCOMPANY TAX REDUCTION THRIFT 401(K) PLAN | JEFFERSON CITY MO | 2,893 | $400.7M | $2.8M |
| 3 | TRELLEBORG CORPORATION TRELLEBORG CORPORATION SAVINGS PLAN |
NORTHVILLE MI |
| 3,110 |
| $322.2M |
| $2.1M |
| 4 | TOMRA OF NORTH AMERICA, INC. TOMRA OF NORTH AMERICA, INC. 401K SVGS & PROFIT SHARING PLAN | SHELTON CT | 423 | $34.7M | $1.1M |
| 5 | LAZ KARP ASSOCIATES, LLC LAZ KARP ASSOCIATES, LLC 401(K) PLAN | HARTFORD CT | 6,802 | $90.7M | $722K |
| 6 | KVH INDUSTRIES, INC. KVH INDUSTRIES, INC. 401(K) PLAN | MIDDLETOWN RI | 105 | $40.6M | $675K |
| 7 | MOORE IACOFANO GOLTSMAN, INC MIG 401(K) PLAN | BERKELEY CA | 240 | $40.0M | $669K |
| 8 | MAJESCO MAJESCO 401(K) PLAN | MORRISTOWN NJ | 526 | $65.0M | $588K |
| 9 | INFINITE COMPUTER SOLUTIONS, INC ICS 401(K) PLAN | ROCKVILLE MD | 2,329 | $74.3M | $403K |
| 10 | HANSEN ICC, LLC HANSEN ICC, LLC SAVINGS PLAN | BETHLEHEM PA | 134 | $34.7M | $351K |
