Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Pimco Total Return Fund Cl A Mutual Fund in their Schedule of Assets, totaling $53.5M 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 | DAVIS WRIGHT TREMAINE LLP DAVIS WRIGHT TREMAINE LLP 401(K) PROFIT SHARING PLAN | SEATTLE WA | 1,468 | $747.7M | $53.2M |
| 2 | APPLIED CONSULTANTS, INC. APPLIED CONSULTANTS, INC. 401(K) PLAN | LONGVIEW TX | 597 | $21.0M | $249K |
| 3 | CLEVELAND INTEGRITY SERVICES, INC. |
CLEVELAND OK |
| 889 |
| $10.4M |
| $52K |