Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Pimco Total Return Instl Fund Mutual Fund in their Schedule of Assets, totaling $19.6M 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 | AMERICO SERVICES, INC. THE 401(K) PLAN - AMERICO, CRL & IPFS | KANSAS CITY MO | 1,754 | $262.4M | $11.4M |
| 2 | CONNECTICUT PIPETRADES LOCAL NO. 777 ANNUITY FUND CONNECTICUT PIPETRADES LOCAL NO. 777 ANNUITY PLAN | WETHERSFIELD CT | 2,660 | $245.7M | $3.2M |
| 3 | NEW ENGLAND BUSINESS TRUST |
BOSTON MA |
| 130 |
| $45.8M |
| $1.5M |
| 4 | NEXEN GROUP INC. NEXEN GROUP INC. RETIREMENT SAVINGS PLAN | VADNAIS HEIGHTS MN | 108 | $56.8M | $1.5M |
| 5 | EXCHANGE COMPANY EXCHANGE COMPANY 401(K) PLAN | KEARNEY NE | 174 | $16.9M | $1.0M |
| 6 | ROCKY MOUNTAIN INSTITUTE ROCKY MOUNTAIN INSTITUTE TAX SHELTERED ANNUITY PLAN | BOULDER CO | 606 | $55.4M | $347K |
| 7 | 4LIFE RESEARCH, LLC 4LIFE RESEARCH, LLC 401(K) PLAN | SANDY UT | 350 | $30.7M | $235K |
| 8 | THRASHER, INC. THRASHER, INC. 401K PROFIT SHARING PLAN | PAPILLION NE | 1,002 | $35.6M | $223K |
| 9 | BREN-TRONICS, INC. BREN-TRONICS, INC. 401(K) PROFIT SHARING PLAN | COMMACK NY | 249 | $29.5M | $72K |
| 10 | BIG GEYSER INC. BIG GEYSER INC. 401(K) PLAN | MASPETH NY | 650 | $17.3M | $71K |
