Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Pimco Total Return Institutional Mutual fund in their Schedule of Assets, totaling $36.2M 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 | DANFOSS POWER SOLUTIONS US COMPANY DANFOSS USA SAVINGS PLAN | AMES IA | 3,063 | $564.0M | $6.0M |
| 2 | O'CONNOR COMPANY, INC. O'CONNOR COMPANY 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 153 | $30.1M | $4.5M |
| 3 | O'CONNOR COMPANY, INC. O'CONNOR COMPANY 401(K) RETIREMENT PLAN |
SIOUX FALLS SD |
| 148 |
| $27.0M |
| $3.7M |
| 4 | CLAYTON BLOCK COMPANY, INC. CLAYTON BLOCK COMPANY, INC. PROFIT SHARING/401(K) PLAN | NEPTUNE NJ | 281 | $73.4M | $3.1M |
| 5 | DENISON UNIVERSITY DENISON UNIVERSITY RETIREMENT PLAN | GRANVILLE OH | 1,162 | $310.4M | $3.0M |
| 6 | DANFOSS POWER SOLUTIONS II, LLC DANFOSS USA SAVINGS PLAN II | AMES IA | 2,438 | $177.7M | $2.8M |
| 7 | HEILIND ELECTRONICS, INC. HEILIND ELECTRONICS, INC. 401(K) PLAN | WILMINGTON MA | 1,012 | $68.2M | $2.7M |
| 8 | NEXEO PLASTICS, LLC NEXEO PLASTICS, LLC EMPLOYEE SAVINGS PLAN | THE WOODLANDS TX | 308 | $64.7M | $1.9M |
| 9 | THE WILLIAM AND FLORA HEWLETT FOUNDATION THE WILLIAM AND FLORA HEWLETT FOUNDATION 403(B) PLAN | MENLO PARK CA | 134 | $111.1M | $1.8M |
| 10 | TRAMMO, INC TRAMMO, INC. PROFIT-SHARING/401K PLAN | NEW YORK NY | 71 | $57.1M | $1.2M |
