Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding PIMCO Total Return/Inst in their Schedule of Assets, totaling $46.3M 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 | DTE ENERGY COMPANY THE DTE ENERGY COMPANY MASTER PLAN TRUST | DETROIT MI | — | $3.6B | $22.1M |
| 2 | HUNTSMAN INTERNATIONAL LLC HUNTSMAN SALARY DEFERRAL PLAN | THE WOODLANDS TX | 1,573 | $783.8M | $14.3M |
| 3 | UNITED STATES DISTILLED PRODUCTS COMPANY UNITED STATES DISTILLED PRODUCTS CO. EMPLOYEES' 401(K) PLAN |
PRINCETON MN |
| 238 |
| $32.6M |
| $3.9M |
| 4 | HILLYARD INDUSTRIES, INC. HILLYARD 401(K) PLAN | SAINT JOSEPH MO | 827 | $153.4M | $3.4M |
| 5 | ALIXPARTNERS, LLP ALIXPARTNERS 401(K) SAVINGS AND FIRM CONTRIBUTION PLAN | SOUTHFIELD MI | 1,844 | $601.7M | $1.4M |
| 6 | SUBURBAN EMPLOYEE SERVICES, LLC SUBURBAN COLLECTION 401(K) PLAN | BIRMINGHAM MI | 941 | $61.7M | $600K |
| 7 | MILBER, MAKRIS, PLOUSADIS & SEIDEN LLP MILBER, MAKRIS, PLOUSADIS & SEIDEN 401(K) PLAN | WOODBURY NY | 280 | $30.9M | $408K |
| 8 | N & P ENGINEERS & LAND SURVEYOR, PLLC NELSON & POPE 401(K) PLAN | MELVILLE NY | 118 | $23.2M | $133K |
| 9 | UNIVERSITY OF PIKEVILLE UNIVERSITY OF PIKEVILLE RETIREMENT PLAN | PIKEVILLE KY | 581 | $46.7M | $118K |
| 10 | AMERICAN HERITAGE BANK AMERICAN BANCORPORATION, INC. 401(K) PROFIT SHARING PLAN & TRUST | SAPULPA OK | 260 | $22.4M | $38K |
