Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Pimco Total Return INST Fund in their Schedule of Assets, totaling $1.0M 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 | SMRT, INC. SMRT, INC. 401(K) PROFIT SHARING PLAN | PORTLAND ME | 127 | $31.6M | $487K |
| 2 | HOLSTEIN ASSOCIATION USA, INC. HOLSTEIN ASSOCIATION USA, INC. RETIREMENT SAVINGS PLAN | BRATTLEBORO VT | 88 | $25.2M | $473K |
| 3 | FOS FEMINISTA FOS FEMINISTA MONEY PURCHASE PENSION PLAN |
NEW YORK NY |
| 41 |
| $24.4M |
| $79K |
| 4 | OLATHE HEALTH SYSTEM, INC. OLATHE HEALTH SYSTEM, INC. TSA RETIREMENT PLAN | OLATHE KS | 1 | $114K | $174 |
