Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding PIMCO Total Return Instl PIMCO 0 in their Schedule of Assets, totaling $19.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KELLER AND HECKMAN LLP KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 127 | $84.6M | $3.2M |
| 2 | COMPANY WRENCH, LTD. COMPANY WRENCH, LTD, 401(K) PROFIT SHARING PLAN | CARROLL OH | 232 | $14.8M | $2.3M |
| 3 | WESTPORT CORPORATION MUNDI/WESTPORT 401(K) PLAN |
PINE BROOK NJ |
| 130 |
| $45.4M |
| $1.5M |
| 4 | DEV TECHNOLOGY GROUP, INC DEV TECHNOLOGY GROUP - 401(K) P/S PLAN | RESTON VA | 310 | $53.3M | $1.4M |
| 5 | ERVIN INDUSTRIES, INC. ERVIN INDUSTRIES, INC. EMPLOYEE PROFIT SHARING PLAN | ANN ARBOR MI | 156 | $52.0M | $1.4M |
| 6 | INTEGRATED MEDICAL GROUP, P.C. INTEGRATED MEDICAL GROUP, P.C. RET. PLAN | POTTSVILLE PA | 244 | $70.5M | $1.2M |
| 7 | THE COLUMBIAN PUBLISHING COMPANY THE COLUMBIAN EMPLOYEES' PROFIT SHARING PLAN | VANCOUVER WA | 94 | $19.2M | $710K |
| 8 | WICK COMMUNICATIONS CO. WICK COMMUNICATIONS CO. SECTION 401(K) RET | SIERRA VISTA AZ | 242 | $10.0M | $562K |
| 9 | BRUCE PACKING CO., INC. BRUCE PACKING CO., INC. 401(K) PROFIT SHARING PLAN | WOODBURN OR | 1,306 | $28.4M | $406K |
| 10 | EAGLE AVIATION COLUMBIA, LLC EAGLE AVIATION COLUMBIA, LLC 401(K) PROFIT SHARING PLAN | WEST COLUMBIA SC | 96 | $6.4M | $387K |
