Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Pimco Real Return Institutional Class in their Schedule of Assets, totaling $5.9M 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 | ALLERGY PARTNERS, PLLC ALLERGY PARTNERS MANAGEMENT LLC RETIREMENT SAVINGS PLAN | SKYLAND NC | 937 | $119.8M | $2.2M |
| 2 | CASCADE DIE CASTING GROUP, INC. CASCADE DIE CASTING GROUP EMPLOYEES 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 322 | $11.1M | $836K |
| 3 | THE BENJAMIN SCHOOL |
NORTH PALM BEACH FL |
| 373 |
| $47.2M |
| $546K |
| 4 | FOUNDRY COMMERCIAL, LLC FOUNDRY COMMERCIAL RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 436 | $48.7M | $511K |
| 5 | INSPIRA HEALTH NETWORK MEDICAL GROUP, P.C. INSPIRA MEDICAL GROUP 401(K) PLAN | BRIDGETON NJ | 231 | $30.5M | $464K |
| 6 | LIVE OAK BANKING COMPANY LIVE OAK BANKING COMPANY 401(K) PLAN | WILMINGTON NC | 1,037 | $130.0M | $383K |
| 7 | COVENANT AVIATION SECURITY, LLC COVENANT RETIREMENT PLAN | BOLINGBROOK IL | 2,404 | $108.1M | $370K |
| 8 | FOUNDEVER OPERATING CORPORATION FOUNDEVER OPERATING CORPORATION 401(K) PLAN | NASHVILLE TN | 9,673 | $105.6M | $312K |
| 9 | SPRING ARBOR MANAGEMENT, LLC SPRING ARBOR MANAGEMENT 401(K) PLAN | ORLANDO FL | 1,764 | $12.0M | $218K |
| 10 | CAROLINA DAY SCHOOL, INC. CAROLINA DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ASHEVILLE NC | 187 | $16.2M | $50K |
