Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding PIMCO Short-Term Fund Mutual fund in their Schedule of Assets, totaling $15.9M 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 | HAWAII LABORERS' HEALTH & WELFARE FUND HAWAII LABORERS' HEALTH & WELFARE FUND | HONOLULU HI | 2,523 | $137.9M | $14.4M |
| 2 | NOLAND HEALTH SERVICES, INC. NOLAND HEALTH SERVICES RETIREMENT INCOME PLAN | BIRMINGHAM AL | 148 | $39.3M | $747K |
| 3 | GROUNDSPEAK, INC. GROUNDSPEAK, INC. 401K PLAN | SEATTLE WA | 89 | $16.9M | $302K |
| 4 | H2O.AI, INC. H2O.AI, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 57 | $10.1M | $243K |
| 5 | WILLIAMS LUMBER INC. WILLIAMS LUMBER INC. 401(K) PROFIT SHARING PLAN | RHINEBECK NY | 322 | $14.2M | $119K |
| 6 | LEWIS-WATKINS-FARMER AGENCY, INC. LEWIS-WATKINS-FARMER AGENCY, INC. 401(K) PLAN | AUSTIN TX | 158 | $14.7M | $93K |
| 7 | EIG MANAGEMENT COMPANY, LLC EIG MANAGEMENT COMPANY, LLC 401(K) PLAN | WASHINGTON DC | 111 | $25.3M | $44K |
| 8 | THE ANNENBERG FOUNDATION TRUST AT SUNNYLANDS THE ANNENBERG FOUNDATION TRUST AT SUNNYLANDS 403(B) PLAN | RANCHO MIRAGE CA | 130 | $7.9M | $20K |
| 9 | AUDIO TECHNICA U.S., INC AUDIO TECHNICA U.S., INC. PROFIT SHARING PLAN | STOW OH | 124 | $18.6M | $4K |
| 10 | MARE ISLAND DRY DOCK LLC MIDD 401(K) PLAN | VALLEJO CA | 58 | $6.2M | $4K |
