Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Pimco Real Return Inst Mutual Fund in their Schedule of Assets, totaling $6.4M 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 | THE COOPER HEALTH SYSTEM THE COOPER HEALTH SYSTEM 403(B) PLAN | CAMDEN NJ | 10,323 | $944.0M | $2.6M |
| 2 | MURPHY-HOFFMAN COMPANY MURPHY-HOFFMAN COMPANY EMPLOYEE PROFIT SHARING PLAN | LEAWOOD KS | 4,923 | $405.1M | $1.4M |
| 3 | AAA WASHINGTON AAA WASHINGTON 401(K) SAVINGS PLAN |
BELLEVUE WA |
| 588 |
| $86.9M |
| $567K |
| 4 | BROOKS EQUIPMENT COMPANY, LLC. BROOKS EQUIPMENT COMPANY 401(K) PLAN | CHARLOTTE NC | 444 | $33.0M | $419K |
| 5 | LEA & ELLIOTT, INC. LEA & ELLIOTT, INC. EMPLOYEES' PROFIT SHARING 401K PLAN | DULLES VA | 115 | $93.4M | $412K |
| 6 | ISRAEL DISCOUNT BANK OF NEW YORK ISRAEL DISCOUNT BANK OF NEW YORK SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 676 | $165.6M | $270K |
| 7 | CONSTANTIA FLEXIBLES AMERICA COMPANY CONSTANTIA FLEXIBLES AMERICA COMPANY 401(K) PLAN | BLYTHEWOOD SC | 235 | $21.0M | $245K |
| 8 | NETWORK SERVICES COMPANY NETWORK SERVICES COMPANY PROFIT SHARING 401K PLAN | SCHAUMBURG IL | 208 | $44.3M | $232K |
| 9 | AMERICAN FURNITURE WAREHOUSE AMERICAN FURNITURE WAREHOUSE 401(K) PLAN | ENGLEWOOD CO | 3,255 | $96.0M | $108K |
| 10 | SUSS MICROTEC, INC. SUSS MICROTEC, INC 401(K) PLAN | CORONA CA | 79 | $21.4M | $53K |
