Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO Total Return Fund, Administrative Class Registered Investment Company in their Schedule of Assets, totaling $3.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | QATALYST GROUP LP QATALYST GROUP LP 401(K) PLAN | SAN FRANCISCO CA | 82 | $55.4M | $2.4M |
| 2 | FLATIRON CRANE OPERATING COMPANY, LLC FLATIRON CRANE OPERATING COMPANY, LLC 401(K) SAVINGS PROGRAM | READING PA | 524 | $41.8M | $893K |
| 3 | CASIO AMERICA, INC. CASIO AMERICA, INC. INCENTIVE SAVINGS RETIREMENT PLAN |
DOVER NJ |
| 151 |
| $69.8M |
| $410K |
| 4 | MACDONALD, ILLIG, JONES & BRITTON LLP MACDONALD, ILLIG, JONES & BRITTON 401(K) RETIREMENT PLAN | ERIE PA | 91 | $82.4M | $76K |
