Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Pimco Realpath Blend 2040 Institutional in their Schedule of Assets, totaling $98.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OLD REPUBLIC INTERNATIONAL CORP. ORI 401(K) SAVINGS AND PROFIT SHARING PLAN | CHICAGO IL | 9,784 | $2.1B | $73.2M |
| 2 | MINNESOTA BEST MAID COOKIE CO., INC. RISE BAKING COMPANY 401(K) PLAN | MINNEAPOLIS MN | 2,387 | $131.7M | $11.9M |
| 3 | AMERICAN SENIOR COMMUNITIES, L.L.C. |
INDIANAPOLIS IN |
| 9,629 |
| $103.5M |
| $5.0M |
| 4 | ROBERT MORRIS UNIVERSITY ROBERT MORRIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MOON TOWNSHIP PA | 614 | $187.6M | $3.0M |
| 5 | BLUE TRUST INC. BLUE TRUST INC. RETIREMENT PLAN | ALPHARETTA GA | 465 | $36.3M | $2.7M |
| 6 | GREENSPOON MARDER, LLP GREENSPOON MARDER 401(K) PLAN | FT. LAUDERDALE FL | 504 | $89.2M | $1.1M |
| 7 | EPILEPSY FOUNDATION OF AMERICA EPILEPSY FOUNDATION OF AMERICA 401(K) PROFIT SHARING PLAN | BOWIE MD | 79 | $7.9M | $1.1M |
| 8 | BLUEGROUND US, INC. BLUEGROUND US, INC. 401(K) PLAN | NEW YORK NY | 198 | $6.0M | $19K |
