Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding PIMCO TOTAL RETURN FUND - R in their Schedule of Assets, totaling $2.2M 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 | BRAY & SCARFF, INC. BRAY & SCARFF 401(K) SAVINGS PLAN | LAUREL MD | 189 | $11.0M | $634K |
| 2 | WELLSPACE HEALTH WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN | SACRAMENTO CA | 872 | $26.3M | $227K |
| 3 | MATERIAL IN MOTION MATERIAL IN MOTION 401(K) PLAN |
SANTA CLARA CA |
| 175 |
| $5.8M |
| $195K |
| 4 | COLDESI, INC. COLDESI, INC. PROFIT SHARING PLAN | TAMPA FL | 107 | $5.2M | $195K |
| 5 | COVR FINANCIAL TECHNOLOGIES, INC COVR 401K PLAN | BOISE ID | 113 | $2.1M | $101K |
| 6 | BETTY JEAN KERR PEOPLES HEALTH PEOPLE'S HEALTH CENTERS SALARY & SAVINGS PLAN | ST. LOUIS MO | 332 | $11.8M | $99K |
| 7 | HARBOR RAIL SERVICES OF CA HARBOR RAIL SERVICES OF CA., INC. 401(K) AND PS PLAN | PASADENA CA | 358 | $6.4M | $97K |
| 8 | PAVE ACADEMY CHARTER SCHOOL PAVE ACADEMY CHARTER SCHOOL 401(K) RETIREMENT PLAN | BROOKLYN NY | 70 | $2.9M | $89K |
| 9 | FRONTIER TANK LINES FRONTIER TANK LINES 401(K) RETIREMENT SAVINGS PLAN | MCKINNEY TX | 181 | $6.6M | $88K |
| 10 | PCC MEDICAL HOLDINGS LLC PCC MEDICAL HOLDINGS LLC 401K PLAN | PALM SPRINGS FL | 410 | $5.5M | $79K |
