Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Pimco Short Term Institutional Class in their Schedule of Assets, totaling $547K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BADER RUTTER & ASSOCIATES, INC. BADER RUTTER RETIREMENT PLAN | MILWAUKEE WI | 164 | $35.4M | $281K |
| 2 | VISITING NURSE & HOSPICE HOME VISITING NURSE & HOSPICE HOME RETIREMENT PLAN | FORT WAYNE IN | 172 | $6.5M | $188K |
| 3 | BRUNO INDEPENDENT LIVING AIDS, INC. BRUNO INDEPENDENT LIVING AIDS, INC. 401(K) PLAN AND TRUST |
OCONOMOWOC WI |
| 409 |
| $39.1M |
| $78K |
