Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Pimco Total Return Fund Inst in their Schedule of Assets, totaling $85.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | MARINHEALTH MEDICAL CENTER |
SAN RAFAEL CA |
| 1,946 |
| $163.7M |
| $4.8M |
| 4 | 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 |
| 5 | FLATONIA INVESTMENTS, LLC FLATONIA INVESTMENTS, LLC 401(K) PLAN | HOUSTON TX | 585 | $51.6M | $1.1M |
| 6 | ASSOCIATED UROLOGICAL SPECIALIST ASSOCIATED UROLOGICAL 401(K) PROFIT SHARING PLAN | ORLAND PARK IL | 102 | $19.5M | $506K |
| 7 | WESCO GAS & WELDING SUPPLY, INC WESCO GAS & WELDING SUPPLY, INC. 401(K) PROFIT SHARING PLAN | PRICHARD AL | 103 | $9.2M | $357K |
| 8 | AVENTRI, LLC AVENTRI, LLC 401(K) PROFIT SHARING PLAN & TRUST | FREDERICK MD | 97 | $7.2M | $167K |
| 9 | FITNESS & WELLNESS PROFESSIONAL FITNESS & WELLNESS PROFESSIONAL SERVICES, LLC | PARLIN NJ | 566 | $3.2M | $99K |
| 10 | COLLIER YOUTH SERVICES COLLIER SERVICES RETIREMENT SAVINGS PLAN | WICKATUNK NJ | 194 | $13.7M | $83K |
