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 - Ins Mutual Fund in their Schedule of Assets, totaling $9.6M 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 | INTERNATIONAL DATA GROUP, INC. INTERNATIONAL DATA GROUP, INC. 401K AND PROFIT SHARING PLAN | NEEDHAM MA | 932 | $432.3M | $9.2M |
| 2 | GLORIA DEI COMMUNITIES CORP. GLORIA DEI COMMUNITIES CORP. 401(K) RETIREMENT SAVINGS PLAN | WARRINGTON PA | 159 | $5.1M | $322K |
| 3 | MCR HEALTH, INC. |
BRADENTON FL |
| 811 |
| $10.5M |
| $10K |