Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 93 U.S. retirement plans report holding Pimco Total Return Fund Inst in their Schedule of Assets, totaling $141.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | G.M.P.-EMPLOYERS RETIREE TRUST G.M.P. - EMPLOYERS RETIREE TRUST | FORT MYERS FL | 7,126 | $597.6M | $60.8M |
| 2 | RUSSELL REYNOLDS ASSOCIATES, INC. RUSSELL REYNOLDS ASSOCIATES RETIREMENT SAVINGS PLAN | NEW YORK NY | 870 | $438.2M | $13.1M |
| 3 | AMERICAN CHEMICAL SOCIETY |
WASHINGTON DC |
| 1,852 |
| $404.7M |
| $9.6M |
| 4 | AMERICAN CHEMICAL SOCIETY AMERICAN CHEMICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 1,848 | $371.1M | $5.9M |
| 5 | AEROVIRONMENT, INC. AEROVIRONMENT, INC. P/S AND SALARY DEFERRAL 401 K PLAN | SIMI VALLEY CA | 1,297 | $259.8M | $5.4M |
| 6 | MARINHEALTH MEDICAL CENTER MARIN GENERAL HOSPITAL RETIREMENT PLAN | SAN RAFAEL CA | 1,946 | $163.7M | $4.8M |
| 7 | MEAT CUTTERS UNION LOCAL NO. 88 AND FOOD EMPLOYERS ALLIED INDUSTRY PEN MEAT CUTTERS UNION LOCAL NO. 88 AND FOOD EMPLOYERS PENSION TRUST | EARTH CITY MO | — | $35.9M | $4.6M |
| 8 | AFFINIUS CAPITAL LLC AFFINIUS CAPITAL 401K PLAN | SAN ANTONIO TX | 141 | $120.6M | $3.4M |
| 9 | KEARNEY & COMPANY, P.C. KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN | ALEXANDRIA VA | 1,027 | $116.1M | $2.9M |
| 10 | JTB AMERICAS, LTD. JTB 401K PLAN | TORRANCE CA | 707 | $83.5M | $2.5M |
