Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding PIMCO Total Return Fund Class A Mutual fund in their Schedule of Assets, totaling $7.6M 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 | OVINTIV USA, INC. OVINTIV U.S. RETIREMENT PLAN | DENVER CO | 948 | $547.2M | $5.4M |
| 2 | ASSOCIATED LUXURY HOTELS INTERNATIONAL HOLDINGS, L ASSOCIATED LUXURY HOTELS INTERNATIONAL HOLDINGS LLC 401(K) PLAN | PLANO TX | 122 | $22.7M | $790K |
| 3 | THE NEW YORK PREPARATORY |
NEW YORK NY |
| 286 |
| $22.2M |
| $607K |
| 4 | DAVE'S FRESH MARKETPLACE MANAGEMENT, INC. DAVE'S FRESH MARKETPLACE MANAGEMENT, INC. 401(K) PLAN | EAST GREENWICH RI | 1,872 | $42.7M | $561K |
| 5 | VRX, INC. VRX, INC. RETIREMENT TRUST | PLANO TX | 197 | $11.2M | $110K |
| 6 | POLY-MED, INC. POLY-MED, INC. 401(K) RETIREMENT PLAN | ANDERSON SC | 209 | $10.2M | $88K |
| 7 | GRIFFIN MASONRY, INC. GRIFFIN MASONRY, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 183 | $12.0M | $64K |
