Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding Pimco Real Return in their Schedule of Assets, totaling $18.2M 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 | ALVAREZ & MARSAL HOLDINGS, LLC ALVAREZ & MARSAL HOLDINGS, LLC 401(K) AND RETIREMENT PLAN | NEW YORK NY | 4,783 | $1.1B | $9.0M |
| 2 | AIRLINE TARIFF PUBLISHING CO. ATPCO 401 (K) SAVINGS PLAN | HENDON VA | 401 | $146.1M | $2.7M |
| 3 | GASTRO HEALTH, LLC GASTRO HEALTH 401(K) RETIREMENT PLAN |
MIAMI FL |
| 2,155 |
| $264.2M |
| $1.5M |
| 4 | THE THRASHER GROUP, INC. THE THRASHER GROUP, INC. 401(K) PROFIT SHARING PLAN | BRIDGEPORT WV | 329 | $27.4M | $747K |
| 5 | ATHLETICO, LTD. ATHLETICO, LTD. EMPLOYEES PROFIT SHARING PLAN | OAK BROOK IL | 9,048 | $410.3M | $720K |
| 6 | GREAT LAKES WINE & SPIRITS, LLC GREAT LAKES WINE & SPIRITS, LLC 401(K) SAVINGS AND RETIREMENT PLAN | HIGHLAND PARK MI | 1,067 | $43.0M | $352K |
| 7 | ROLLING PLAINS CONSTRUCTION INC. ROLLING PLAINS CONSTRUCTION EMPLOYEE SAVINGS TRUST | HENDERSON CO | 597 | $10.8M | $330K |
| 8 | TOM NEHL TRUCK COMPANY TOM NEHL TRUCK COMPANY EMPLOYEES 401K | JACKSONVILLE FL | 256 | $16.9M | $326K |
| 9 | TASTEFULLY SIMPLE, INC. TASTEFULLY SIMPLE, INC. 401(K) PLAN & TRUST | ALEXANDRIA MN | 43 | $15.9M | $248K |
| 10 | BIAGI BROS., INC. BIAGI BROS., INC. 401(K) PROFIT SHARING PLAN | NAPA CA | 632 | $33.5M | $213K |
