Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Real Return Institutional Fund Registered investment company in their Schedule of Assets, totaling $483K 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 | WOOD REAL ESTATE INVESTORS, LLC WOOD PARTNERS RETIREMENT & SAVINGS PLAN | ATLANTA GA | 420 | $74.4M | $303K |
| 2 | WMK INC WMK LLC 401K PROFIT SHARING PLAN & TRUST | RICHFIELD OH | 1,805 | $62.0M | $171K |
| 3 | SPIEGELWORLD HOLDING COMPANY LLC SPIEGELWORLD 401K PLAN |
LAS VEGAS NV |
| 491 |
| $6.1M |
| $9K |
