Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 127 U.S. retirement plans report holding Pimco Real Return Fund Instl in their Schedule of Assets, totaling $19.0M 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 | CENTRAL BANCOMPANY CENTRAL BANCOMPANY TAX REDUCTION THRIFT 401(K) PLAN | JEFFERSON CITY MO | 2,893 | $400.7M | $2.8M |
| 2 | TRELLEBORG CORPORATION TRELLEBORG CORPORATION SAVINGS PLAN | NORTHVILLE MI | 3,110 | $322.2M | $2.1M |
| 3 | TOMRA OF NORTH AMERICA, INC. TOMRA OF NORTH AMERICA, INC. 401K SVGS & PROFIT SHARING PLAN |
SHELTON CT |
| 423 |
| $34.7M |
| $1.1M |
| 4 | LAZ KARP ASSOCIATES, LLC LAZ KARP ASSOCIATES, LLC 401(K) PLAN | HARTFORD CT | 6,802 | $90.7M | $722K |
| 5 | KVH INDUSTRIES, INC. KVH INDUSTRIES, INC. 401(K) PLAN | MIDDLETOWN RI | 105 | $40.6M | $675K |
| 6 | MOORE IACOFANO GOLTSMAN, INC MIG 401(K) PLAN | BERKELEY CA | 240 | $40.0M | $669K |
| 7 | MAJESCO MAJESCO 401(K) PLAN | MORRISTOWN NJ | 526 | $65.0M | $588K |
| 8 | INFINITE COMPUTER SOLUTIONS, INC ICS 401(K) PLAN | ROCKVILLE MD | 2,329 | $74.3M | $403K |
| 9 | HANSEN ICC, LLC HANSEN ICC, LLC SAVINGS PLAN | BETHLEHEM PA | 134 | $34.7M | $351K |
| 10 | BLUPEAK CREDIT UNION BLUPEAK CREDIT UNION 401(K) & BENEFIT SHARING PLAN | SAN DIEGO CA | 109 | $29.0M | $350K |
