Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding PIMCO Real Return Instl Fund in their Schedule of Assets, totaling $41.5M 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 | AMERICAN SPEECH-LANGUAGE-HEARING ASSOCIATION (ASHA) ASHA 401(K) PLAN | ROCKVILLE MD | 317 | $81.2M | $10.9M |
| 2 | JAMESTOWN S'KLALLAM TRIBE JAMESTOWN S'KLALLAM TRIBE 401(K) PROFIT SHARING PLAN | SEQUIM WA | 423 | $34.5M | $3.8M |
| 3 | MAKINO, INC. MAKINO 401(K) SAVINGS PLAN |
MASON OH |
| 538 |
| $133.2M |
| $3.5M |
| 4 | TECH MAHINDRA (AMERICAS) INC. TECH MAHINDRA AMERICAS 401(K) PLAN | PLANO TX | 7,872 | $136.8M | $3.2M |
| 5 | TEKNI-PLEX, INC. TEKNI-PLEX, INC. 401(K) PLAN | WAYNE PA | 2,500 | $179.8M | $3.1M |
| 6 | TEAM RONCO INCORPORATED RONCO EMPLOYEES 401(K) SAVINGS PLAN | CLAYTON NC | 137 | $31.1M | $2.2M |
| 7 | BEDOUKIAN RESEARCH, INC. BEDOUKIAN RESEARCH, INC. 401(K) SAVINGS & PROFIT SHARING PLAN | DANBURY CT | 142 | $34.6M | $2.2M |
| 8 | BOUMA GROUP, INC. BOUMA GROUP, INC. RETIREMENT PLAN | GRAND RAPIDS MI | 194 | $31.4M | $2.2M |
| 9 | HEINEN'S, INC. HEINEN'S INC. ASSOCIATES' RETIREMENT INCOME PLAN | WARRENSVILLE HEIGHTS OH | 755 | $70.4M | $2.0M |
| 10 | DOT HOLDINGS CO DOT HOLDINGS CO 401(K) AND PROFIT SHARING PLAN | CHESTERFIELD MO | 7,017 | $673.8M | $1.7M |
