Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Pimco Total Return Fund Instl Class Mutual Fund in their Schedule of Assets, totaling $3.5M 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 | NATIONAL ORGANIZATION OF INDUSTRIAL TRADE UNIONS NATIONAL ORGANIZATION OF INDUSTRIAL TRADE UNIONS INDIVIDUAL ACCOUNT PLAN | JAMAICA NY | 2,808 | $124.4M | $2.7M |
| 2 | ITS INC ITS INC 401(K) RETIREMENT PLAN & TRUST | JOHNSTON IA | 662 | $107.4M | $732K |
| 3 | SEAVIEW ORTHOPAEDICS & MEDICAL ASSOCIATES |
OCEAN TOWNSHIP NJ |
| 387 |
| $54.6M |
| $63K |
| 4 | FRANKLIN SAVINGS BANK FRANKLIN SAVINGS BANK 401(K) SAVINGS PLAN | FRANKLIN NH | 121 | $11.3M | $33K |
