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 N/R in their Schedule of Assets, totaling $29.9M 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 | SUB-ZERO GROUP, INC. SUB-ZERO/WOLF EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN | MADISON WI | 1,339 | $282.9M | $12.0M |
| 2 | SUB-ZERO GROUP, INC. SUB-ZERO GROUP EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN | MADISON WI | 1,508 | $382.0M | $11.9M |
| 3 | SUB-ZERO GROUP, INC. |
MADISON WI |
| 2,246 |
| $81.3M |
| $2.8M |
| 4 | SUB-ZERO GROUP, INC. SUB-ZERO GROUP PRODUCTION EMPLOYEES' 401(K) PLAN | MADISON WI | 1,984 | $107.2M | $2.7M |
| 5 | CONSTRUCTION FORMS, INC. CONSTRUCTION FORMS, INC. RETIREMENT SAVINGS AND THRIFT PLAN | PORT WASHINGTON WI | 240 | $20.4M | $296K |
| 6 | ATA NATIONAL TITLE GROUP, LLC ATA NATIONAL TITLE GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | FARMINGTON HILLS MI | 378 | $24.7M | $221K |
