Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Pimco Real Return Institutional Fund Mutual Fund ^ in their Schedule of Assets, totaling $3.4M 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 | GEORGE J. IGEL & CO., INC. GEORGE J. IGEL & CO., INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 124 | $36.0M | $780K |
| 2 | ARC AUTOMOTIVE, INC. ARC AUTOMOTIVE RETIREMENT PLAN | KNOXVILLE TN | 133 | $14.1M | $702K |
| 3 | SWIRE SHIPPING US INC. SWIRE SHIPPING US INC 401(K) PLAN |
PUYALLUP WA |
| 73 |
| $11.9M |
| $572K |
| 4 | LUND FOOD HOLDINGS, INC. LUND FOOD HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | EDINA MN | 626 | $79.5M | $476K |
| 5 | CHERRY CENTRAL COOPERATIVE, INC. CHERRY CENTRAL COOPERATIVE, INC. EMPLOYEES PROFIT SHARING AND INVESTMENT PLAN | TRAVERSE CITY MI | 242 | $18.5M | $235K |
| 6 | AMYRIS, INC. AMYRIS, INC. 401(K) PLAN | EMERYVILLE CA | 247 | $98.6M | $207K |
| 7 | CITIZENS AND FARMERS BANK SBA DEFINED CONTRIBUTION PLAN FOR CITIZENS AND FARMERS BANK | WEST POINT VA | 410 | $60.5M | $134K |
| 8 | XL PARTS LLC XL PARTS 401(K) PLAN | HOUSTON TX | 1,721 | $35.6M | $132K |
| 9 | CYPRESS LAWN CEMETERY ASSOC CYPRESS LAWN CEMETERY ASSOCIATION 401(K) SAVINGS ACCOUNT | COLMA CA | 254 | $28.8M | $80K |
| 10 | SAINT FRANCIS HOUSE, INC. SAINT FRANCIS HOUSE, INC. 403(B) SAVINGS PLAN | BOSTON MA | 126 | $4.1M | $33K |
