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 - TR in their Schedule of Assets, totaling $509K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BENECARD SERVICES, INC. BENECARD 401(K) PLAN | CLIFTON NJ | 471 | $46.8M | $425K |
| 2 | JOHANNA FOODS, INC. JOHANNA FOODS, INC. LACTO DIVISION (LOCAL 152 EMPLOYEES) SVGS AND INV PLAN | FLEMINGTON NJ | 135 | $5.1M | $63K |
| 3 | BAYLEY CONSTRUCTION BAYLEY CONSTRUCTION PROFIT SHARING AND 401(K) PLAN |
MERCER ISLAND WA |
| 92 |
| $27.9M |
| $20K |
