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 in their Schedule of Assets, totaling $295.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK MA | 3,799 | $1.8B | $66.0M |
| 2 | BRIDGESTONE AMERICAS, INC. BRIDGESTONE AMERICAS, INC. TAX-EFFICIENT SAVINGS PLAN | NASHVILLE TN | 11,171 | $2.5B | $65.0M |
| 3 | MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER |
GREENVILLE SC |
| 15,068 |
| $4.5B |
| $27.0M |
| 4 | EXPONENT, INC. EXPONENT INC. 401(K) SAVINGS PLAN | MENLO PARK CA | 1,067 | $616.3M | $21.4M |
| 5 | THE HERTZ CORPORATION HERTZ CORPORATION INCOME SAVINGS PLAN | ESTERO FL | 16,924 | $637.8M | $17.9M |
| 6 | OIL STATES INTERNATIONAL, INC. OIL STATES INTERNATIONAL, INC. RETIREMENT PLAN | HOUSTON TX | 1,613 | $252.8M | $13.5M |
| 7 | HAVAS NORTH AMERICA, INC. HAVAS NORTH AMERICA 401(K) RETIREMENT PLAN | NEW YORK NY | 3,458 | $670.3M | $11.5M |
| 8 | HIBU INC. HIBU INC. 401(K) PROFIT SHARING PLAN TRUST | CEDAR RAPIDS IA | 1,709 | $352.0M | $11.0M |
| 9 | FOX ROTHSCHILD LLP FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 1,718 | $756.0M | $8.5M |
| 10 | ATLANTICARE REGIONAL MEDICAL CTR ATLANTICARE 403(B) RETIREMENT PLAN | EGG HARBOR TOWNSHIP NJ | 6,753 | $434.1M | $5.9M |
