Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO RealPath Blend 2065 Mutual fund in their Schedule of Assets, totaling $1.1M 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 | MAMMOTH ENERGY PARTNERS LLC MAMMOTH ENERGY PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST | OKLAHOMA CITY OK | 711 | $40.7M | $873K |
| 2 | BEELMAN TRUCK COMPANY BEELMAN 401K PROFIT SHARING PLAN AND TRUST | EAST ST. LOUIS IL | 963 | $45.1M | $141K |
| 3 | SPACE COAST CREDIT UNION |
MELBOURNE FL |
| 1,138 |
| $75.4M |
| $57K |
| 4 | TRADERS GENERAL AGENCY, INC. TRADERS GENERAL AGENCY, INC. 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 154 | $6.0M | $4K |