Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIMCO Short-Term Fund (Inst) Mutual Fund in their Schedule of Assets, totaling $1.5M 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 | WELBILT, INC. WELBILT PENSION PLAN | NEW PORT RICHEY FL | 81 | $31.2M | $874K |
| 2 | BASS MEDICAL GROUP, INC. BASS MEDICAL GROUP 401(K) PLAN I | WALNUT CREEK CA | 999 | $160.0M | $600K |
