Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO TOTAL RETURN FD INSTL in their Schedule of Assets, totaling $165.6M 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 | BOT - OREGON SHEET METAL WORKERS MASTER RETIREMENT TRUST PENSION PLAN OF THE OREGON SHEET METAL WORKERS MASTER RETIREMENT TRUST | PORTLAND OR | 1,578 | $528.6M | $73.2M |
| 2 | BOARD OF TRUSTEES OF UFCW LOCAL 655, FOOD EMPLOYERS JOINT PENSION PLAN UFCW UNION LOCAL NO. 655, FOOD EMPLOYER'S JOINT PE | BALLWIN MO | 6,048 | $779.9M | $57.1M |
| 3 |
BLOOMINGTON MN |
| 897 |
| $202.0M |
| $35.3M |
