Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Pimco Total Return A in their Schedule of Assets, totaling $57.1M 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 | PIPE FITTERS LOCAL NO 533 PENSION PLAN PIPE FITTERS LOCAL NO 533 PENSION PLAN | KANSAS CITY MO | 1,235 | $330.2M | $34.1M |
| 2 | DIGITAL FEDERAL CREDIT UNION DIGITAL FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | MARLBOROUGH MA | 1,737 | $221.3M | $12.8M |
| 3 | KUBOTA TRACTOR CORP. |
GRAPEVINE TX |
| 1,490 |
| $164.4M |
| $4.0M |
| 4 | LANTHEUS MEDICAL IMAGING, INC. LANTHEUS MEDICAL IMAGING, INC. RETIREMENT SAVINGS PLAN | NORTH BILLERICA MA | 799 | $147.4M | $2.9M |
| 5 | KIRKLAND'S INC KIRKLAND'S, INC. RETIREMENT PLAN | BRENTWOOD TN | 4,791 | $35.2M | $957K |
| 6 | TOHONO O'ODHAM GAMING ENTERPRISE TOHONO O'ODHAM GAMING ENTERPRISE RETIREMENT SAVINGS PLAN | SAHUARITA AZ | 2,875 | $136.5M | $899K |
| 7 | HAMMILL MANUFACTURING COMPANY HAMMILL MANUFACTURING COMPANY 401(K) PLAN | MAUMEE OH | 130 | $15.4M | $429K |
| 8 | EMPLOYEES OF WGI, INC. PROFIT SHARING RETIREMENT PLAN FOR EMPLOYEES OF WGI, INC. | SOUTHWICK MA | 119 | $7.4M | $359K |
| 9 | COMMUNICATION FEDERAL CREDIT UNION COMMUNICATION FEDERAL CREDIT UNION 401(K) PLAN | OKLAHOMA CITY OK | 284 | $25.3M | $196K |
| 10 | NICKLE ELECTRICAL COMPANIES NICKLE ELECTRICAL COMPANIES 401(K) PLAN | NEWARK DE | 196 | $15.2M | $183K |
