Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Pimco Real Return Institutional Class Mutual fund - in their Schedule of Assets, totaling $9.6M 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 | DREXEL UNIVERSITY DREXEL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 11,873 | $1.8B | $5.1M |
| 2 | MESA AIR GROUP INC MESA AIR GROUP INC 401K PLAN | PHOENIX AZ | 1,733 | $109.9M | $3.4M |
| 3 | MACK ENERGY CORPORATION MACK ENERGY CORPORATION 401(K) PLAN |
ARTESIA NM |
| 94 |
| $64.1M |
| $713K |
| 4 | CHASE PETROLEUM SERVICES & SUPPLY, LLC. THE CHASE GROUP 401(K) PLAN | ARTESIA NM | 180 | $26.6M | $345K |