Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 131 U.S. retirement plans report holding Pimco Total Return Fund in their Schedule of Assets, totaling $661.5M 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 | ABBOTT LABORATORIES ABBOTT LABORATORIES STOCK RETIREMENT PLAN | ABBOTT PARK IL | 38,001 | $15.8B | $212.7M |
| 2 | BOARD OF TRUSTEES, SOUTHERN CALIFORNIA PAINTING & SOUTHERN CALIFORNIA PAINTING & DRYWALL INDUSTRIES HEALTH AND WELFARE TRUST FUND | COVINA CA | 2,926 | $130.4M | $32.1M |
| 3 | KNIGHT HEALTH HOLDINGS LLC D/B/A SCIONHEALTH |
LOUISVILLE KY |
| 22,685 |
| $1.3B |
| $27.0M |
| 4 | JOHNSON BROTHERS LIQUOR COMPANY JOHNSON BROTHERS 401(K) PLAN | ST. PAUL MN | 3,551 | $337.3M | $25.4M |
| 5 | ROSS STORES, INC. ROSS STORES, INC. 401(K) SAVINGS PLAN | DUBLIN CA | 56,638 | $1.0B | $22.3M |
| 6 | WAKEFERN FOOD CORP. WAKEFERN FOOD CORPORATION 401(K) SAVINGS PLAN | KEASBEY NJ | 1,937 | $478.5M | $19.2M |
| 7 | M. A. MORTENSON COMPANY M. A. MORTENSON COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN AND TRUST | MINNEAPOLIS MN | 3,429 | $826.6M | $17.2M |
| 8 | ADIDAS AMERICA, INC. ADIDAS 401(K) SAVINGS AND RETIREMENT PLAN | PORTLAND OR | 6,427 | $956.2M | $16.8M |
| 9 | LEVI, RAY & SHOUP, INC. LEVI RAY & SHOUP 401K MATCHING CONTRIBUTION PLAN | SPRINGFIELD IL | 555 | $164.5M | $15.9M |
| 10 | DELOITTE LLP DELOITTE LLP MASTER PENSION TRUST | NEW YORK NY | — | $8.0B | $15.6M |
