Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Pimco Total Return in their Schedule of Assets, totaling $64.4M 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 | TRINITY HEALTH TRINIPLUS RETIREMENT PLAN | MINOT ND | 2,366 | $407.3M | $18.5M |
| 2 | GATES FOUNDATION BILL & MELINDA GATES FOUNDATION SHARING RETIREMENT PLAN | SEATTLE WA | 2,156 | $680.1M | $8.1M |
| 3 | BUHLER INC. BUHLER GROUP USA 401(K) PLAN | PLYMOUTH MN | 898 | $147.0M | $7.0M |
| 4 | ENSTAR (US) INC. ENSTAR (US) INC. 401(K) PLAN | ST. PETERSBURG FL | 345 | $134.0M | $4.5M |
| 5 | NAVAJO TRANSITIONAL ENERGY COMPANY, LLC NTEC 401(K) PLAN II | BROOMFIELD CO | 1,050 | $209.6M | $4.5M |
| 6 | VEKA HOLDINGS, INC. VEKA HOLDINGS, INC. AND SUBSIDIARIES PROFIT SHARING & 401(K) PLAN | FOMBELL PA | 863 | $84.2M | $4.3M |
| 7 | GATES FOUNDATION BILL & MELINDA GATES FOUNDATION EMPLOYEE RETIREMENT PLAN | SEATTLE WA | 2,144 | $336.3M | $4.1M |
| 8 | CARY OIL CO., INC. CARY OIL CO., INC. 401(K) PLAN | CARY NC | 189 | $29.9M | $1.9M |
| 9 | BANCO DE LA NACION ARGENTINA BANCO DE LA NACION ARGENTINA RETIREMENT PLAN | NEW YORK NY | 45 | $21.2M | $1.6M |
| 10 | DIGESTIVE SPECIALISTS, INC. DIGESTIVE SPECIALISTS, INC./DIGESTIVE ENDOSCOPY CENTER, LLC 401(K) PROFIT SHARING PLAN | DAYTON OH | 133 | $38.1M | $1.5M |
