Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Pimco Total Return Institutional Mutual Fund N/A in their Schedule of Assets, totaling $14.6M 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 | AGGREKO, LLC AGGREKO, LLC EMPLOYEES' SAVINGS & INVESTMENT RETIREMENT PLAN | PEARLAND TX | 1,436 | $217.4M | $12.7M |
| 2 | FARMERS UNION OIL COMPANY CO-OP 401(K) PLAN | MINOT ND | 107 | $11.4M | $1.1M |
| 3 | CENTRAL DAKOTA FRONTIER COOPERATIVE CO-OP 401(K) PLAN |
NAPOLEON ND |
| 85 |
| $6.8M |
| $620K |
| 4 | UFCW-EMPLOYERS BENEFIT PLANS OF NORTHERN CALIFORNIA GROUP ADMIN LLC UFCW-EMPLOYERS BENEFIT PLANS GROUP ADMINISTRATION LLC SAFE HARBOR 401(K) PLAN | CONCORD CA | 140 | $24.9M | $245K |
