Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO RealPath Blend 2040 Mutual fund in their Schedule of Assets, totaling $8.2M 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 | SPACE COAST CREDIT UNION SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN | MELBOURNE FL | 1,138 | $75.4M | $2.9M |
| 2 | MAMMOTH ENERGY PARTNERS LLC MAMMOTH ENERGY PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST | OKLAHOMA CITY OK | 711 | $40.7M | $2.7M |
| 3 | BEELMAN TRUCK COMPANY |
EAST ST. LOUIS IL |
| 963 |
| $45.1M |
| $2.3M |
| 4 | DMC-MANAGEMENT CO., LTD THE DINERSTEIN COMPANIES 401(K) EMPLOYEE SAVINGS PLAN | HOUSTON TX | 330 | $11.5M | $263K |