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 Mutual Funds in their Schedule of Assets, totaling $7.9M 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 | UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY OF SOUTHERN CALIFORNIA TAX-DEFERRED ANNUITY PLAN | LOS ANGELES CA | 25,110 | $4.8B | $3.7M |
| 2 | UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 21,620 | $5.0B | $3.5M |
| 3 | EQUINITI TRUST COMPANY |
NEW YORK NY |
| 977 |
| $126.9M |
| $421K |
| 4 | AMERICAN GASTROENTEROLOGICAL ASSOCIATION AGA INSTITUTE RETIREMENT PLAN | BETHESDA MD | 99 | $34.6M | $238K |
| 5 | FORREST PAINT CO. FORREST PAINT CO. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | EUGENE OR | 91 | $12.1M | $49K |
