Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Pimco Real Return Institutional Mutual Fund - in their Schedule of Assets, totaling $9.5M 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 | CONAIR LLC CONAIR LLC SAVINGS AND INVESTMENT PLAN | EAST WINDSOR NJ | 1,232 | $302.8M | $2.3M |
| 2 | DENISON UNIVERSITY DENISON UNIVERSITY RETIREMENT PLAN | GRANVILLE OH | 1,162 | $310.4M | $1.8M |
| 3 | KFORCE INC. KFORCE 401(K) RETIREMENT SAVINGS PLAN |
TAMPA FL |
| 13,615 |
| $282.8M |
| $1.4M |
| 4 | HILL & SMITH GROUP HOLDINGS, INC. HILL & SMITH GROUP HOLDINGS, INC. 401(K) PLAN | COLUMBUS OH | 1,633 | $72.3M | $1.2M |
| 5 | O'CONNOR COMPANY, INC. O'CONNOR COMPANY 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 148 | $27.0M | $752K |
| 6 | O'CONNOR COMPANY, INC. O'CONNOR COMPANY 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 153 | $30.1M | $490K |
| 7 | MANGANARO NORTH AMERICA, INC. MANGANARO 401(K) PLAN | BELTSVILLE MD | 143 | $17.6M | $425K |
| 8 | ATTORNEYS' LIABILITY ASSURANCE SOCIETY LTD., A RISK RETENTION GROUP ATTORNEYS' LIABILITY ASSURANCE SOCIETY LTD., A RISK RETENTION GROUP, 401(K) SAVINGS PLAN | CHICAGO IL | 105 | $58.4M | $419K |
| 9 | CLOUDERA, INC. CLOUDERA, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SANTA CLARA CA | 943 | $235.1M | $193K |
| 10 | FIRST SAVINGS BANK FIRST SAVINGS BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN | JEFFERSONVILLE IN | 253 | $40.0M | $134K |
