Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Pimco Total Return Instl Registered Investment Company in their Schedule of Assets, totaling $85.1M 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 | UNIVERSITY OF ROCHESTER UNIVERSITY OF ROCHESTER RETIREMENT PROGRAM | ROCHESTER NY | 30,335 | $7.2B | $80.7M |
| 2 | SKAGIT FARMERS SUPPLY CO-OP 401(K) PLAN | BURLINGTON WA | 227 | $27.4M | $2.3M |
| 3 | SIRIUS RE HOLDINGS SIRIUS INTERNATIONAL HOLDING COMPANY, INC 401(K) SAVINGS AND INVESTMENT PLAN |
NEW YORK NY |
| 684 |
| $90.5M |
| $1.5M |
| 4 | PLANET LABS, INC. PLANET LABS, INC. 401(K) PLAN | SAN FRANCISCO CA | 472 | $45.5M | $291K |
| 5 | ROCKWELL AUTOMATION, INC. KALYPSO 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 0 | $0 | $217K |
