Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 95 U.S. retirement plans report holding Pimco Total Return Fund Mutual fund in their Schedule of Assets, totaling $714.7M 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 | ERNST & YOUNG U.S. LLP ERNST & YOUNG RETIREMENT SAVINGS PLAN | SECAUCUS NJ | 55,849 | $18.3B | $392.2M |
| 2 | IQVIA INCORPORATED IMS HEALTH INCORPORATED RETIREMENT PLAN | DANBURY CT | 1,114 | $530.7M | $54.9M |
| 3 | REYNOLDS AMERICAN INC. RAI 401K SAVINGS PLAN |
WINSTON-SALEM NC |
| 4,328 |
| $2.0B |
| $32.2M |
| 4 | PACIFIC COAST BUILDING PRODUCTS, INC. PACIFIC COAST BUILDING PRODUCTS, INC. PROFIT SHARING RETIREMENT PLAN | RANCHO CORDOVA CA | 2,193 | $313.1M | $24.7M |
| 5 | TECO ENERGY, INC. TECO ENERGY GROUP RETIREMENT SAVINGS PLAN | TAMPA FL | 4,205 | $1.1B | $21.1M |
| 6 | CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN | FOLSOM CA | 731 | $443.3M | $18.9M |
| 7 | MANATT, PHELPS & PHILLIPS, LLP MANATT, PHELPS & PHILLIPS, LLP EMPLOYEE SAVINGS PLAN | LOS ANGELES CA | 845 | $430.4M | $15.4M |
| 8 | PACIFIC COAST BUILDING PRODUCTS, IN PACIFIC COAST BUILDING PRODUCTS, INC. 401(K) SAVINGS PLAN | RANCH CORDOVA CA | 3,095 | $153.5M | $11.5M |
| 9 | G & J PEPSI-COLA BOTTLERS, INC. G & J PEPSI-COLA BOTTLERS, INC. EMPLOYEES' PENSION PLAN | CINCINNATI OH | 1,504 | $94.7M | $8.9M |
| 10 | PROGRESS SOFTWARE CORPORATION PROGRESS SOFTWARE CORPORATION 401(K) PLAN | BURLINGTON MA | 1,254 | $405.5M | $8.3M |
