Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Pimco Total Return Fund Instl Class in their Schedule of Assets, totaling $65.3M 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 | PGA TOUR, INC. PGA TOUR EMPLOYEES RETIREMENT PLAN | PONTE VEDRA BEACH FL | 1,126 | $339.2M | $51.9M |
| 2 | LANDMARK SERVICES COOPERATIVE CO-OP 401(K) PLAN | COTTAGE GROVE WI | 423 | $65.2M | $6.4M |
| 3 | LAND O' LAKES, INC. CO-OP 401(K) PLAN | ST. PAUL |
| 370 |
| $24.5M |
| $2.9M |
| 4 | FRANK, RIMERMAN + CO. LLP FRANK, RIMERMAN + CO. LLP 401(K) & PROFIT SHARING PLAN | SAN JOSE CA | 791 | $109.1M | $1.4M |
| 5 | CENTRAL VALLEY COMMUNITY MEDICAL IMAGING COMMUNITY MEDICAL IMAGING 401(K) PROFIT SHARING PLAN | FRESNO CA | 197 | $77.5M | $1.1M |
| 6 | AGFINITY, INC. CO-OP 401(K) PLAN | EATON CO | 150 | $6.2M | $737K |
| 7 | ROCKY MOUNTAIN SUPPLY, INC. CO-OP 401(K) PLAN | BELGRADE MT | 96 | $4.5M | $444K |
| 8 | LAND O' LAKES, INC. CO-OP 401(K) PLAN | ST. PAUL MN | 127 | $4.3M | $375K |
| 9 | THE SEER GROUP LLC SEER GROUP 401(K) PLAN | SEATTLE WA | 1,834 | $47.5M | $137K |
