Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Pimco Total Return A Mutual fund in their Schedule of Assets, totaling $20.8M 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 | FIRST TRUST PORTFOLIOS L.P. FIRST TRUST PORTFOLIOS L.P. 401(K) PLAN | WHEATON IL | 1,090 | $360.3M | $10.0M |
| 2 | JANESVILLE SAND & GRAVEL CO. JANESVILLE SAND & GRAVEL CO. AND LYCON INC. SAVINGS & RETIREMENT PLAN | JANESVILLE WI | 297 | $54.7M | $4.6M |
| 3 | MARSHALL FARMS GROUP LTD |
NORTH ROSE NY |
| 226 |
| $74.4M |
| $2.5M |
| 4 | NOVA VENTURES GROUP CORP. NOVA 401(K) PLAN | WAKEFIELD MA | 131 | $21.2M | $697K |
| 5 | RECIPROCAL MANAGEMENT CORPORAT RECIPROCAL MANAGEMENT CORPORATION 401(K) RETIREMENT PLAN | PRINCETON NJ | 298 | $21.1M | $578K |
| 6 | HEALTH IMPERATIVES, INC. HEALTH IMPERATIVES, INC. RETIREMENT SAVINGS PLAN | BROCKTON MA | 172 | $8.4M | $475K |
| 7 | BRIGHTON CENTER, INC. BRIGHTON CENTER, INC. EMPLOYEE PENSION PLAN | NEWPORT KY | 156 | $7.5M | $454K |
| 8 | VERIFIED CREDENTIALS, LLC VERIFIED CREDENTIALS, LLC 401(K) SAFE HARBOR PLAN | LAKEVILLE MN | 227 | $20.0M | $453K |
| 9 | INNOVATIVE SYSTEMS, LLC INNOVATIVE SYSTEMS, LLC 401(K) PLAN | MITCHELL SD | 202 | $46.5M | $357K |
| 10 | NORTH ATLANTA PRIMARY CARE NORTH ATLANTA PRIMARY CARE 401(K) PLAN | ALPHARETTA GA | 786 | $22.1M | $356K |
