Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Pimco Real Rtn Inst Mutual Fund in their Schedule of Assets, totaling $1.6M 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 | FIRST CO. FIRST CO. 401(K) RETIREMENT PLAN | DALLAS TX | 505 | $25.8M | $308K |
| 2 | DOOR SYSTEMS ASSA ABLOY US, INC. DOOR SYSTEMS 401(K) PLAN | NAPERVILLE IL | 416 | $22.2M | $290K |
| 3 | SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN |
OMAHA NE |
| 688 |
| $50.3M |
| $240K |
| 4 | MCALISTER INSTITUTE FOR TREATMENT & EDUCATION, INC. MCALISTER BENEFIT PLAN | EL CAJON CA | 406 | $5.6M | $119K |
| 5 | BLOOD ASSURANCE, INC. BLOOD ASSURANCE, INC. 401(K) PLAN | CHATTANOOGA TN | 191 | $7.9M | $114K |
| 6 | JORGENSEN AND SONS INC JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN | FRESNO CA | 135 | $4.3M | $112K |
| 7 | PRIMARY CARE SOLUTIONS, INC. PRIMARY CARE SOLUTIONS 401(K) PLAN | DALLAS TX | 148 | $3.6M | $70K |
| 8 | UNWIN COMPANY UNWIN COMPANY 401(K) PLAN AND TRUST | HILLIARD OH | 165 | $30.0M | $62K |
| 9 | CHESAPEAKE EMPLOYERS' INSURANCE COMPANY CHESAPEAKE EMPLOYERS' INSURANCE COMPANY 401(K) PLAN | TOWSON MD | 252 | $25.4M | $52K |
| 10 | M. R. WILLIAMS, INC. M. R. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN | HENDERSON NC | 581 | $10.8M | $47K |
