Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Pimco total return instl Mutual funds in their Schedule of Assets, totaling $6.6M 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 | OCHSNER CLINIC FOUNDATION OCHSNER CLINIC FOUNDATION 403(B) PLAN | NEW ORLEANS LA | 35,054 | $193.9M | $2.2M |
| 2 | DIMENSIONS HEALTH CORPORATION UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIREMENT SAVINGS PLAN | BALTIMORE MD | 1,979 | $77.4M | $1.8M |
| 3 | MARCHANT-SCHMIDT, INC. |
FOND DU LAC WI |
| 92 |
| $22.1M |
| $667K |
| 4 | ALLIANCE MEMBER SERVICES INC. ALLIANCE MEMBER SERVICES, INC. 401(K) RETIREMENT P | SANTA CRUZ CA | 137 | $33.5M | $551K |
| 5 | LITTLEJOHN & CO., LLC LITTLEJOHN & CO., LLC 401(K) PROFIT SHARING PLAN | GREENWICH CT | 86 | $55.7M | $399K |
| 6 | RED ROCK RETIREMENT HEALTH SERVICES RED ROCK RETIREMENT BENEFITS PLAN | OKLAHOMA CITY OK | 834 | $22.5M | $262K |
| 7 | SWANSON RUSSELL SWANSON RUSSELL 401(K) RETIREMENT PLAN | LINCOLN NE | 134 | $23.3M | $243K |
| 8 | MEACHAM & APEL ARCHITECTS, INC. MEACHAM & APEL ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 99 | $14.7M | $145K |
| 9 | SHELTERED WINGS, INC. SHELTERED WINGS, INC. 401(K) PLAN | BARNEVELD WI | 428 | $26.1M | $107K |
| 10 | PARALLAX ADVANCED RESEARCH CORPORATION PARALLAX ADVANCED RESEARCH CORPORATION 401(K) RETIREMENT PLAN | BEAVERCREEK OH | 172 | $11.8M | $105K |
