Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Pimco Real Return Institutional in their Schedule of Assets, totaling $10.0M 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 | AH CAPITAL MANAGEMENT, L.L.C. AH CAPITAL MANAGEMENT, L.L.C. 401(K) PLAN | MENLO PARK CA | 560 | $96.3M | $4.8M |
| 2 | CROWDSTRIKE, INC. CROWDSTRIKE, INC. RETIREMENT TRUST | SUNNYVALE CA | 5,604 | $481.2M | $1.8M |
| 3 | ALLIANCE LAUNDRY SYSTEMS, LLC ALLIANCE LAUNDRY SYSTEMS CAPITAL APPRECIATION PLAN |
RIPON WI |
| 2,657 |
| $204.0M |
| $1.1M |
| 4 | WEST CENTRAL GASTROENTEROLOGY, LLP GASTRO FLORIDA 401(K)PLAN | ST. PETERSBURG FL | 183 | $30.1M | $596K |
| 5 | TACONIC BUILDERS, INC. TACONIC BUILDERS 401(K) PLAN | MAMARONECK NY | 125 | $11.5M | $234K |
| 6 | WASTE ELIMINATOR LLC WASTE ELIMINATOR 401(K) PLAN | GAINESVILLE GA | 253 | $4.1M | $172K |
| 7 | MAUI OIL COMPANY, INC. MAUI OIL CO, INC 401(K) PROFIT SHARING PLAN | KAHULUI HI | 118 | $16.1M | $151K |
| 8 | SCHEIDT & BACHMANN USA INC. SCHEIDT & BACHMANN USA 401(K) PLAN | LOWELL MA | 168 | $18.0M | $147K |
| 9 | SCALED AGILE, INC. SCALED AGILE 401(K) PLAN | BOULDER CO | 125 | $15.0M | $125K |
| 10 | CBE COMPANIES, INC. CBE COMPANIES 401(K) RETIREMENT PLAN | CEDAR FALLS IA | 542 | $16.0M | $124K |
