Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Pimco Total Return Inst Mutual Fund in their Schedule of Assets, totaling $20.0M 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 | MURPHY-HOFFMAN COMPANY MURPHY-HOFFMAN COMPANY EMPLOYEE PROFIT SHARING PLAN | LEAWOOD KS | 4,923 | $405.1M | $14.2M |
| 2 | THE F.A. BARTLETT TREE EXPERT CO. BARTLETT TREE 401(K) PLAN | STAMFORD CT | 2,907 | $201.4M | $4.6M |
| 3 | BOREALIS COMPOUNDS, INC. BOREALIS COMPOUNDS, INC. SAVINGS PLAN |
PORT MURRAY NJ |
| 239 |
| $30.7M |
| $599K |
| 4 | PYA, P.C. PYA, P.C. 401K PLAN | KNOXVILLE TN | 211 | $40.0M | $515K |
| 5 | CAPE RETIREMENT COMMUNITY, INC. CHATEAU GIRARDEAU EMPLOYEES' RETIREMENT PLAN | CPE GIRARDEAU MO | 74 | $2.8M | $183K |
| 6 | GENERAL CAULKING AND COATINGS CO, INC. GENERAL CAULKING AND COATINGS 401(K) PLAN | MIAMI FL | 118 | $7.2M | $3K |
