Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding Pimco Total Return Fund Institutional Class Mutual fund - in their Schedule of Assets, totaling $292.7M 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 | OCHSNER CLINIC FOUNDATION OCHSNER CLINIC FOUNDATION 401(K) PLAN | NEW ORLEANS LA | 34,054 | $2.7B | $45.6M |
| 2 | ZURICH AMERICAN INSURANCE COMPANY ZURICH SAVINGS PLAN | SCHAUMBURG IL | 9,738 | $3.7B | $38.5M |
| 3 | ADOBE INC. ADOBE INC. 401(K) RETIREMENT SAVINGS PLAN |
SAN JOSE CA |
| 15,199 |
| $5.0B |
| $32.1M |
| 4 | THE MOUNT SINAI MEDICAL CENTER THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN | NEW YORK NY | 46,304 | $9.5B | $23.7M |
| 5 | THE MCCLATCHY COMPANY, LLC THE MCCLATCHY COMPANY 401(K) PLAN | SACRAMENTO CA | 988 | $601.6M | $22.3M |
| 6 | BJ'S WHOLESALE CLUB INC BJ'S WHOLESALE CLUB, INC. 401(K) SAVINGS PLAN | MARLBOROUGH MA | 34,191 | $661.1M | $22.1M |
| 7 | ENVISTA HOLDINGS CORPORATION ENVISTA HOLDINGS CORPORATION SAVINGS PLAN | BREA CA | 3,032 | $591.6M | $16.7M |
| 8 | UNIVERSITY RADIOLOGY GROUP, P.C. UNIVERSITY RADIOLOGY GROUP PROFIT SHARING PLAN | EAST BRUNSWICK NJ | 762 | $404.4M | $12.6M |
| 9 | THE NORDAM GROUP LLC THE NORDAM GROUP LLC 401(K) RETIREMENT PLAN | TULSA OK | 1,511 | $251.4M | $8.8M |
| 10 | PERATON TECHNOLOGY SERVICES INC. VENCORE, INC. RETIREE HEALTH AND WELFARE PLAN | CHANTILLY VA | 0 | $17.7M | $7.9M |
