Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Pimco Total Return Instl Pooled separate account in their Schedule of Assets, totaling $457K 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 | LUMITE, INC. LUMITE, INC. 401(K) SAVINGS PLAN | ALTO GA | 128 | $5.2M | $302K |
| 2 | SOUTHWEST HEALTH SYSTEM INC. SOUTHWEST HEALTH SYSTEM INC. EMPLOYEE RETIREMENT PLAN | CORTEZ CO | 463 | $24.3M | $119K |
| 3 | SARASOTA 500, LLC SARASOTA 500, LLC DBA SARASOTA FORD 401K PLAN |
SARASOTA FL |
| 187 |
| $5.7M |
| $30K |
| 4 | CARPENTER INDUSTRIES INC. CARPENTER INDUSTRIES INC. 401K PLAN | CONCORD NC | 142 | $10.2M | $6K |
