Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Pimco Total Return Institutional Class in their Schedule of Assets, totaling $140.4M 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 | UOFL HEALTH, INC. UOFL HEALTH 401(K) PLAN | LOUISVILLE KY | 11,211 | $565.8M | $97.2M |
| 2 | VIRTUA HEALTH, INC. VIRTUA 401(K) SAVINGS PLAN | MARLTON NJ | 13,739 | $1.2B | $24.9M |
| 3 | SOUTHEASTERN ORTHOPAEDIC SPECIALISTS, P.A. SOUTHEASTERN ORTHOPAEDIC SPECIALISTS, P.A. EMPLOYEES 401K PROFIT SHARING PLAN |
GREENSBORO NC |
| 187 |
| $69.4M |
| $5.5M |
| 4 | UOFL HEALTH, INC. UNIVERSITY HOSPITAL 403(B) PLAN | LOUISVILLE KY | 1,008 | $37.0M | $4.4M |
| 5 | JAGUAR LAND ROVER NORTH AMERICA, LLC JAGUAR LAND ROVER 401(K) RETIREMENT SAVINGS PLAN | MAHWAH NJ | 420 | $118.7M | $3.3M |
| 6 | HAWAIIAN TELCOM COMMUNICATIONS INC. HAWAIIAN TELCOM 401(K) PLAN FOR HOURLY EMPLOYEES | HONOLULU HI | 772 | $132.2M | $2.2M |
| 7 | SPEARS MANUFACTURING CO. SPEARS MANUFACTURING 401(K) PLAN | SYLMAR CA | 2,021 | $65.0M | $1.4M |
| 8 | GOVERNING COMM OF THE ASSOC OF IND COLLEGE AND UNIV OF OHIO MEP ASSOC OF INDEPENDENT COLLEGES AND UNIVERSITIES OF OHIO MEP | COLUMBUS OH | 2,140 | $480.4M | $1.0M |
| 9 | COUNTY INSULATION COMPANY COUNTY INSULATION COMPANY 401K PROFIT SHARING PLAN | NEW CASTLE DE | 167 | $12.7M | $305K |
| 10 | BET INVESTMENTS BET INVESTMENTS 401(K) SAVINGS PLAN | DRESHER PA | 130 | $11.9M | $76K |
