Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Pimco Total Return II Inst in their Schedule of Assets, totaling $15.4M 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 | TRUSTEES - COMPOSITION ROOFERS LOCAL #4 PENSION PLAN COMPOSITION ROOFERS LOCAL #4 PENSION PLAN | PARSIPPANY NJ | 167 | $61.1M | $11.1M |
| 2 | COMPOSITION ROOFERS LOCAL #4-WELFARE FUND COMPOSITION ROOFERS LOCAL NO. 4 WELFARE FUND | PARSIPPANY NJ | 110 | $11.0M | $4.3M |
