Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 109 U.S. retirement plans report holding Pimco Real Return Instl # in their Schedule of Assets, totaling $40.6M 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 | CERSOSIMO LUMBER CO., INC. THE CERSOSIMO COMPANIES 401(K) SAVINGS & INVESTMENT PLAN | BRATTLEBORO VT | 214 | $19.9M | $4.5M |
| 2 | PILGRIM'S PRIDE CORPORATION PILGRIM'S PRIDE RETIREMENT SAVINGS PLAN | GREELEY CO | 39,273 | $478.2M | $3.7M |
| 3 | LEGACY HEALTHCARE FINANCIAL SERVICES, LLC |
SKOKIE IL |
| 6,840 |
| $104.8M |
| $3.1M |
| 4 | ROBERT MORRIS UNIVERSITY ROBERT MORRIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MOON TOWNSHIP PA | 614 | $187.6M | $2.9M |
| 5 | QAD INC. QAD INC. 401(K) RETIREMENT PLAN | SANTA BARBARA CA | 534 | $189.4M | $1.5M |
| 6 | CROCS, INC. CROCS, INC. 401(K) PLAN | BROOMFIELD CO | 5,330 | $105.3M | $1.5M |
| 7 | FAMILY HEALTH INTERNATIONAL FHI 360 EMPLOYEES' 403(B) PLAN | DURHAM NC | 1,285 | $202.4M | $1.5M |
| 8 | MINNESOTA BEST MAID COOKIE CO., INC. RISE BAKING COMPANY 401(K) PLAN | MINNEAPOLIS MN | 2,387 | $131.7M | $1.0M |
| 9 | PERDOCEO EDUCATION CORPORATION PERDOCEO EDUCATION CORPORATION 401(K) PLAN | SCHAUMBURG IL | 3,710 | $263.2M | $962K |
| 10 | FCDG MANAGEMENT LLC FCDG MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | MADISON WI | 226 | $24.7M | $937K |
