Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Pimco Short Term in their Schedule of Assets, totaling $664K 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 | HSTA VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION TRUST VOLUNTARY EMPLOYEES BENEFICIARY TRUST | HONOLULU HI | 3,335 | $25.3M | $659K |
| 2 | COMMUNITY BASED SERVICES, INC. COMMUNITY BASED SERVICES, INC. 401(K) PROFIT SHARING PLAN | NORTH SALEM NY | 445 | $11.7M | $5K |