Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding PIMCO Total Return Fund Institutional Class Mutual funds in their Schedule of Assets, totaling $48.7M 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 | THE DUN & BRADSTREET CORPORATION THE DUN & BRADSTREET CORPORATION 401(K) PLAN | JACKSONVILLE FL | 2,239 | $1.3B | $42.9M |
| 2 | FLORIDA MEDICAL CLINIC, LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,796 | $228.7M | $3.3M |
| 3 | SANTE HEALTH SYSTEMS, INC. |
FRESNO CA |
| 868 |
| $35.5M |
| $1.0M |
| 4 | GRAND LODGE OF F&A MASONS OF CA & RELATED ENTITIES CALIFORNIA MASONIC RETIREMENT PLAN II | SAN FRANCISCO CA | 650 | $49.1M | $651K |
| 5 | OREGON MUTUAL INSURANCE COMPANY OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN | MCMINNVILLE OR | 143 | $42.9M | $578K |
| 6 | APELLIS PHARMACEUTICALS, INC. APELLIS PHARMACEUTICALS, INC. 401(K) PLAN | WALTHAM MA | 615 | $88.0M | $328K |
