Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding PIMCO Total Return Fund Mutual funds in their Schedule of Assets, totaling $30.2M 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 | CRA INTERNATIONAL, INC. CRA INTERNATIONAL 401(K) PLAN | BOSTON MA | 850 | $334.4M | $10.3M |
| 2 | LIBERTY BANK LIBERTY BANK 401(K) PLAN | MIDDLETOWN CT | 823 | $126.0M | $7.3M |
| 3 | WWL VEHICLE SERVICES AMERICAS, INC. WALLENIUS WILHELMSEN GROUP OF COMPANIES 401(K) PLAN |
PARSIPPANY NJ |
| 3,085 |
| $228.3M |
| $7.0M |
| 4 | IRONWORKERS LOCAL 549/550 SECURITY PLAN BOARD OF TRUSTEES IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN | ONA WV | 4,003 | $54.5M | $2.1M |
| 5 | DAVIS SELECTED ADVISERS, L.P. DAVIS SELECTED ADVISERS, L.P. 401(K) PLAN | TUCSON AZ | 125 | $87.8M | $1.5M |
| 6 | JBS INTERNATIONAL, INC. JBS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | NORTH BETHESDA MD | 318 | $74.0M | $1.4M |
| 7 | GREEN RIVER REGIONAL MENTAL HEALTH/MENTAL RIVER VALLEY AND AFFILIATES 403(B) RETIREMENT SAVINGS PLAN | OWENSBORO KY | 726 | $7.4M | $238K |
| 8 | SAIL ENERGY, LLC SAIL ENERGY 401(K) PLAN | PORTSMOUTH NH | 199 | $7.7M | $181K |
| 9 | BUFFALO EXCHANGE LTD. BUFFALO EXCHANGE LTD. 401(K) PLAN | TUCSON AZ | 796 | $8.3M | $155K |
| 10 | KOVACH ENCLOSURE SYSTEMS, LLC KOVACH ENCLOSURE SYSTEMS, LLC 401(K) | CHANDLER AZ | 191 | $14.4M | $103K |
