Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 89 U.S. retirement plans report holding Pimco Real Return Instl Mutual fund - in their Schedule of Assets, totaling $30.4M 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 | COADVANTAGE CORPORATION COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN | BRADENTON FL | 76,258 | $1.2B | $7.5M |
| 2 | NTT DATA BUSINESS SOLUTIONS INC. NTT DATA BUSINESS SOLUTIONS INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 477 | $129.2M | $2.3M |
| 3 | HIGHTOWER HOLDING, LLC |
CHICAGO IL |
| 1,550 |
| $206.7M |
| $2.0M |
| 4 | TEXAS HOSPITAL ASSOCIATION THA PARTICIPANT DIRECTED RETIREMENT PROGRAM GROUP TRUST | AUSTIN TX | — | $208.5M | $1.6M |
| 5 | AXOGEN CORPORATION AXOGEN CORPORATION 401(K) PLAN | TAMPA FL | 448 | $37.6M | $1.5M |
| 6 | OFFICE OF THE SPECIAL DEPUTY RECEIVER OSD MULTIPLE EMPLOYER 401(K) PLAN | CHICAGO IL | 87 | $261.4M | $1.1M |
| 7 | PRYOR CASHMAN LLP PRYOR CASHMAN LLP RETIREMENT PLAN | NEW YORK NY | 248 | $160.6M | $976K |
| 8 | WILLIAM RAVEIS REAL ESTATE, INC. WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT | SHELTON CT | 392 | $34.8M | $947K |
| 9 | INTELLIGENESIS LLC INTELLIGENESIS 401(K) PLAN | COLUMBIA MD | 158 | $35.4M | $797K |
| 10 | SPRINGFIELD HOSPITAL SPRINGFIELD 401(K) PLAN | SPRINGFIELD VT | 579 | $36.9M | $704K |
