Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Pimco Total Return Institutional Class Mutual Fund in their Schedule of Assets, totaling $54.5M 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 | NAVY FEDERAL CREDIT UNION NAVY FEDERAL 401(K) SAVINGS PLAN | MERRIFIELD VA | 24,775 | $3.2B | $29.5M |
| 2 | SAUK PRAIRIE HEALTHCARE, INC. SAUK PRAIRIE HEALTHCARE, INC. TAX DEFERRED ANNUITY PLAN | PRAIRIE DU SAC WI | 757 | $120.5M | $15.5M |
| 3 | TRUSTEES OF BOSTON COLLEGE |
CHESTNUT HILL MA |
| 2,373 |
| $599.9M |
| $6.1M |
| 4 | EASTER SEALS SOUTHERN CALIFORNIA, INC. EASTERSEALS SOUTHERN CALIFORNIA RETIREMENT PLAN | IRVINE CA | 2,939 | $91.7M | $1.8M |
| 5 | METRO NATIONAL CORPORATION METRONATIONAL CORPORATION RETIREMENT SAVINGS PLAN | HOUSTON TX | 363 | $38.0M | $1.3M |
| 6 | EWING-FOLEY, INC. EWING-FOLEY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CUPERTINO CA | 101 | $24.1M | $202K |
| 7 | HOSSLEY HOLDINGS, INC. HOSSLEY LIGHTING AND POWER SOLUTIONS 401(K) PROFIT SHARING PLAN | DALLAS TX | 85 | $7.1M | $18K |
