Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Pimco Total Return Fund, Institutional Mutual fund in their Schedule of Assets, totaling $11.2M 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 | HAMILTON, BROOK, SMITH & REYNOLDS, P.C. HAMILTON, BROOK, SMITH & REYNOLDS, P.C. 401(K) PROFIT SHARING PLAN | LINCOLN MA | 70 | $60.3M | $2.9M |
| 2 | CITRIN COOPERMAN ADVISORS LLC CITRIN COOPERMAN RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,408 | $369.8M | $2.4M |
| 3 | INVISION COMMUNICATIONS, INC. |
WALNUT CREEK CA |
| 165 |
| $37.8M |
| $1.6M |
| 4 | SEVERSON & WERSON SEVERSON & WERSON, A PROFESSIONAL CORPORATION, PROFIT SHARING AND SALARY DEFERRAL PLAN | SAN FRANCISCO CA | 63 | $52.8M | $1.1M |
| 5 | INTEGRATED MEDICAL SERVICES, INC. INTEGRATED MEDICAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 359 | $36.3M | $682K |
| 6 | HARMAN, CLAYTOR, CORRIGAN & WELLMAN, P.C. HARMAN, CLAYTOR, CORRIGAN & WELLMAN, P.C. 401(K) PROFIT SHARING PLAN | GLEN ALLEN VA | 100 | $23.1M | $669K |
| 7 | KOORSEN FIRE & SECURITY, INC. KOORSEN FIRE & SECURITY, INC. 401(K) PLAN | INDIANAPOLIS IN | 1,419 | $52.8M | $627K |
| 8 | EXB SOLUTIONS, INC. EXB SOLUTIONS INC 401(K) PROFIT SHARING PLAN | PLYMOUTH MN | 187 | $16.9M | $412K |
| 9 | INTESA SANPAOLO S.P.A. INTESA SANPAOLO S.P.A. EMPLOYEES 401(K) SAVINGS PLAN | NEW YORK NY | 167 | $82.2M | $268K |
| 10 | BUDWEISER OF COLUMBIA BUDWEISER OF COLUMBIA 401(K) PLAN | COLUMBIA SC | 178 | $21.6M | $188K |
