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 Inst Mutual Fund in their Schedule of Assets, totaling $12.4M 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 | AQUENT LLC AQUENT LLC 401(K) PLAN | BOSTON MA | 3,822 | $333.1M | $8.3M |
| 2 | AMERICAN KENNEL CLUB THE AMERICAN KENNEL CLUB 401(K) TAX DEFERRED SAVINGS PLAN | NEW YORK NY | 513 | $73.2M | $2.4M |
| 3 | THE JACKSON LABORATORY JAX 403(B) RETIREMENT PLAN |
BAR HARBOR ME |
| 2,667 |
| $602.8M |
| $1.6M |
| 4 | SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401(K) RETIREMENT PLAN | SOMERVILLE MA | 141 | $12.3M | $132K |