Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding PIMCO Real Return Inst. Class in their Schedule of Assets, totaling $4.2M 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 | GERMANTOWN ACADEMY GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN | FORT WASHINGTON PA | 318 | $101.9M | $1.1M |
| 2 | TREVECCA NAZARENE UNIVERSITY TREVECCA NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | NASHVILLE TN | 440 | $49.8M | $941K |
| 3 | SAINT ANNS SCHOOL THE SAINT ANN'S SCHOOL TAX DEFERRED ANNUITY PLAN | BROOKLYN NY | 325 | $96.6M | $545K |
| 4 | THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLYN NY | 264 | $111.3M | $525K |
| 5 | WILLIAM PENN CHARTER SCHOOL OVERSEERS OF THE PUBLIC SCHOOL WILLIAM PENN CHARTER SCHOOL DEFINED CONTRIBUTION PLAN | PHILADELPHIA PA | 293 | $79.1M | $417K |
| 6 | UNIVERSITY SCHOOL OF NASHVILLE UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN | NASHVILLE TN | 215 | $44.5M | $333K |
| 7 | THE NEW YORK ACADEMY OF MEDICINE THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN | NEW YORK NY | 59 | $43.6M | $79K |
| 8 | THE VILLAGE FOR FAMILIES & CHILDREN, INC. THE VILLAGE FOR FAMILIES & CHILDREN, INC. 403(B)DC PLAN | HARTFORD CT | 622 | $23.8M | $78K |
| 9 | CANDID CANDID DC PLAN | NEW YORK NY | 274 | $85.3M | $71K |
| 10 | ACADEMY OF NOTRE DAME DE NAMUR ACADEMY OF NOTRE DAME DE NAMUR DEFINED CONTRIBUTION RETIREMENT PLAN | VILLANOVA PA | 155 | $16.2M | $58K |
