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 Class I-2 " in their Schedule of Assets, totaling $7.0M 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 | THE SIEGFRIED GROUP, LLP THE SIEGFRIED GROUP'S 401(K) PLAN | WILMINGTON DE | 1,269 | $252.4M | $4.5M |
| 2 | SENTINEL REAL ESTATE CORPORATION SENTINEL REAL ESTATE 401(K) PLAN 401K SAVINGS PLAN | NEW YORK NY | 823 | $66.5M | $2.4M |
| 3 | OFFICEWORKS, INC. OFFICE WORKS, INC. 401(K) PLAN |
BURLINGTON MA |
| 163 |
| $17.7M |
| $90K |
