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 N/A in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ELDRIDGE WEALTH SOLUTIONS, INC. SECURITY BENEFIT ASSOCIATES PROFIT SHARING AND SAVINGS PLAN | TOPEKA KS | 1,664 | $389.2M | $1.9M |
| 2 | KUDZU FABRICS, INC. THE KUDZU FABRICS, INC. 401(K) & PROFIT SHARING PLAN | ROSWELL GA | 206 | $7.8M | $463K |
| 3 | GREENVILLE TOOL & DIE COMPANY |
GREENVILLE MI |
| 146 |
| $37.4M |
| $43K |
| 4 | FALCON DRILLING CO LLC FALCON DRILLING CO LLC 401(K) PROFIT SHARING PLAN AND TRUST | CARNEGIE PA | 124 | $4.0M | $21K |
| 5 | THE ARBOR CIRCLE CORPORATION ARBOR CIRCLE RETIREMENT PLAN | GRAND RAPIDS MI | 315 | $7.6M | $4K |