Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Pimco Total Return Esg Instl Mutual Funds in their Schedule of Assets, totaling $1.7M 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 | NEOSYSTEMS CORP. NEOSYSTEMS CORP. EMPLOYEES 401(K) AND PROFIT SHARING PLAN | RESTON VA | 150 | $31.7M | $1.4M |
| 2 | ALLIANCE MEMBER SERVICES INC. ALLIANCE MEMBER SERVICES, INC. 401(K) RETIREMENT P | SANTA CRUZ CA | 137 | $33.5M | $376K |
| 3 | HIFFMAN SHAFFER ASSOCIATES, INC. |
OAKBROOK TERRACE IL |
| 198 |
| $11.8M |
| $5K |
