Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Pimco Real Return Instl Fund Mutual Fund in their Schedule of Assets, totaling $7.6M 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 | CAREOREGON, INC. CAREOREGON, INC. 401(K) PLAN | PORTLAND OR | 1,582 | $187.9M | $2.7M |
| 2 | TRENAM, KEMKER, SCHARF, BARKIN, FRYE, ONEILL & MULLIS PA TRENAM LAW 401(K) PLAN | TAMPA FL | 167 | $94.9M | $1.7M |
| 3 | CONNECTICUT PIPETRADES LOCAL NO. 777 ANNUITY FUND CONNECTICUT PIPETRADES LOCAL NO. 777 ANNUITY PLAN |
WETHERSFIELD CT |
| 2,660 |
| $245.7M |
| $1.4M |
| 4 | BAY ALARM CO. BAY ALARM COMPANY PROFIT SHARING PLAN | CONCORD CA | 1,178 | $122.4M | $492K |
| 5 | AVITA DRUGS, LLC AVITA 401(K) PROFIT SHARING PLAN | BATON ROUGE LA | 563 | $41.6M | $329K |
| 6 | DATA-MAIL, INC. DATA-MAIL 401(K) RETIREMENT SAVINGS PLAN | NEWINGTON CT | 791 | $56.1M | $227K |
| 7 | HUBER + SUHNER NORTH AMERICA CORPORATION HUBER + SUHNER NORTH AMERICA CORPORATION 401(K) PLAN | CHARLOTTE NC | 174 | $43.8M | $223K |
| 8 | ROCKY MOUNTAIN INSTITUTE ROCKY MOUNTAIN INSTITUTE TAX SHELTERED ANNUITY PLAN | BOULDER CO | 606 | $55.4M | $166K |
| 9 | CADMIUM, LLC CADMIUM, LLC 401(K) PLAN | FOREST HILL MD | 130 | $14.2M | $75K |
| 10 | NEW ENGLAND BUSINESS TRUST NEW ENGLAND BUSINESS TRUST SECTION 401(K) PLAN | BOSTON MA | 130 | $45.8M | $71K |
