Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Pimco Total Return Fund Instl in their Schedule of Assets, totaling $2.3M 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 | KOHN PEDERSEN FOX ASSOCIATES, P.C. KOHN PEDERSEN FOX ASSOCIATES, P. C. 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | NEW YORK NY | 389 | $104.9M | $2.2M |
| 2 | BOGLE VINEYARDS INC BOGLE VINEYARDS INC 401(K) RETIREMENT PLAN | CLARKSBURG CA | 320 | $23.5M | $71K |
