Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO Total Return Fund Registered investment companies in their Schedule of Assets, totaling $15.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ONESKY, LLC ONESKY FLIGHT, LLC 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 3,745 | $502.3M | $14.6M |
| 2 | PACIFIC POWER GROUP, LLC PACIFIC POWER GROUP, LLC 401(K) PLAN | RIDGEFIELD WA | 210 | $31.0M | $582K |
| 3 | YACULTA COMPANIES, INC. YACULTA COMPANIES, INC. PROFIT SHARING PLAN & 401(K) PLAN |
VANCOUVER WA |
| 266 |
| $34.7M |
| $359K |
| 4 | GEO SERVICES, LLC GEO SERVICES, LLC 401(K) PLAN | SIGNAL HILL CA | 154 | $21.6M | $343K |
