Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Pimco Real Return Instl in their Schedule of Assets, totaling $10.5M 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 | PILGRIM'S PRIDE CORPORATION PILGRIM'S PRIDE RETIREMENT SAVINGS PLAN | GREELEY CO | 39,273 | $478.2M | $3.7M |
| 2 | THERADEX SYSTEMS, INC. THERADEX SYSTEMS, INC. RETIREMENT SAVINGS PLAN | PRINCETON NJ | 95 | $22.1M | $1.5M |
| 3 | QAD INC. QAD INC. 401(K) RETIREMENT PLAN |
SANTA BARBARA CA |
| 534 |
| $189.4M |
| $1.5M |
| 4 | INVIO AUTOMATION, INC. INVIO AUTOMATION, INC. 401(K) PLAN | LANSING MI | 496 | $39.1M | $729K |
| 5 | AGILETHOUGHT, LLC AGILETHOUGHT, INC. 401(K) PLAN | IRVING TX | 109 | $22.1M | $553K |
| 6 | AL WARREN OIL COMPANY WARREN'S 401(K) PROFIT SHARING PLAN | HAMMOND IN | 301 | $14.9M | $487K |
| 7 | DOWN-LITE PRODUCTS INTERNATIONAL, INC. DOWN-LITE INTERNATIONAL, INC. PROFIT SHARING PLAN | MASON OH | 292 | $10.3M | $330K |
| 8 | VILLA HEALTHCARE MANAGEMENT, INC THE VILLA HEALTHCARE 401(K) PLAN | LINCOLNWOOD IL | 2,488 | $18.3M | $282K |
| 9 | ACADEMY OF BASIC EDUCATION BROOKFIELD ACADEMY RETIREMENT PLAN | BROOKFIELD WI | 130 | $20.8M | $258K |
| 10 | CRITICAL PROCESS SYSTEMS GROUP CRITICAL PROCESS SYSTEMS GROUP 401(K) PLAN | COLCHESTER VT | — | $0 | $227K |
