Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Pimco Total Return Instl Registered Investment Company in their Schedule of Assets, totaling $58.2M 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 | CALIFORNIA INSTITUTE OF TECHNOLOGY CALTECH BASE RETIREMENT PLAN | PASADENA CA | 10,047 | $5.2B | $22.8M |
| 2 | CALIFORNIA INSTITUTE OF TECHNOLOGY CALTECH VOLUNTARY RETIREMENT PLAN | PASADENA CA | 7,880 | $2.3B | $14.6M |
| 3 | PETRO-HUNT, L.L.C. AFFILIATED THRIFT PLAN |
DALLAS TX |
| 484 |
| $224.8M |
| $5.3M |
| 4 | UNIVERSITY OF SAN FRANCISCO UNIVERSITY OF SAN FRANCISCO VOLUNTARY RETIREMENT PLAN | SAN FRANCISCO CA | 2,804 | $374.1M | $3.2M |
| 5 | UNIVERSITY OF SAN FRANCISCO UNIVERSITY OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 2,740 | $468.2M | $2.2M |
| 6 | NAGRA USA, LLC NAGRA USA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 263 | $101.9M | $1.7M |
| 7 | SIRIUS RE HOLDINGS SIRIUS INTERNATIONAL HOLDING COMPANY, INC 401(K) SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 684 | $90.5M | $1.5M |
| 8 | TREE TOP, INC. TREE TOP, INC. SALARY SAVINGS PLAN | SELAH WA | 314 | $82.5M | $1.4M |
| 9 | VESTAR PROPERTIES, INC. VESTAR PROPERTIES, INC. 401K PLAN | PHOENIX AZ | 121 | $22.4M | $1.1M |
| 10 | SSI SHREDDING SYSTEMS, INC. SSI SHREDDING SYSTEMS, INC. 401(K) SAVINGS PLAN | WILSONVILLE OR | 168 | $15.6M | $952K |
