Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO TOT RET ESG INSTL in their Schedule of Assets, totaling $250K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VIRTUOSO, LTD VIRTUOSO, LTD 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 276 | $42.8M | $218K |
| 2 | EDUCATION ANALYTICS EDUCATION ANALYTICS 401(K) PLAN | MADISON WI | 108 | $15.6M | $23K |
| 3 | SONORAN UNIVERSITY OF HEALTH SCI SONORAN UNIVERSITY OF HEALTH SCIENCES 401(K) PLAN |
TEMPE AZ |
| 199 |
| $8.3M |
| $9K |
