Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Pimco Real Return Institutional Mutual Fund N/A in their Schedule of Assets, totaling $9.0M 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 | AGGREKO, LLC AGGREKO, LLC EMPLOYEES' SAVINGS & INVESTMENT RETIREMENT PLAN | PEARLAND TX | 1,436 | $217.4M | $4.8M |
| 2 | DEVCON CONSTRUCTION INCORPORATED DEVCON CONSTRUCTION, INC. 401(K) RETIREMENT PLAN | MILPITAS CA | 327 | $144.1M | $1.5M |
| 3 | SONIFI SOLUTIONS, INC. |
SIOUX FALLS SD |
| 614 |
| $95.2M |
| $1.4M |
| 4 | INTERSTATE GAS SUPPLY, LLC IGS ENERGY 401(K) PLAN | DUBLIN OH | 1,510 | $128.8M | $1.2M |
| 5 | UFCW-EMPLOYERS BENEFIT PLANS OF NORTHERN CALIFORNIA GROUP ADMIN LLC UFCW-EMPLOYERS BENEFIT PLANS GROUP ADMINISTRATION LLC SAFE HARBOR 401(K) PLAN | CONCORD CA | 140 | $24.9M | $121K |
