Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Pimco Total Return Instl in their Schedule of Assets, totaling $151.4M 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 | BOARD OF TRUSTEES, IBEW LOCAL 332 PENSION PLAN PART B IBEW LOCAL 332 PENSION PLAN PART B | SAN JOSE CA | 2,150 | $885.7M | $83.8M |
| 2 | ARKANSAS CHILDREN'S, INC ARKANSAS CHILDREN'S RETIREMENT PLAN | LITTLE ROCK AR | 5,495 | $445.7M | $20.3M |
| 3 | PRESBYTERIAN HEALTHCARE SERVICES |
ALBUQUERQUE NM |
| 12,160 |
| $967.8M |
| $13.8M |
| 4 | HAMILTON COLLEGE HAMILTON COLLEGE 403(B) RETIREMENT PLAN | CLINTON NY | 772 | $351.8M | $12.5M |
| 5 | PRESBYTERIAN HEALTHCARE SERVICES PRESBYTERIAN HEALTHCARE SERVICES 401(A) PLAN | ALBUQUERQUE NM | 12,159 | $531.3M | $6.4M |
| 6 | DESERET FIRST FEDERAL CREDIT UNION DESERET FIRST FEDERAL CREDIT UNION 401K PLAN | WEST VALLEY CITY UT | 209 | $20.4M | $2.5M |
| 7 | CRAIG HOSPITAL CRAIG HOSPITAL RETIREMENT PLAN | ENGLEWOOD CO | 1,137 | $161.6M | $2.4M |
| 8 | ST. CLOUD ORTHOPEDIC ASSOCIATES, LTD. ST. CLOUD ORTHOPEDIC ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN | SARTELL MN | 133 | $45.5M | $2.3M |
| 9 | PRESBYTERIAN HEALTH PLAN, INC. PRESBYTERIAN HEALTH PLAN 401(K) PLAN | ALBUQUERQUE NM | 1,998 | $177.9M | $2.0M |
| 10 | TAYLOR ELECTRIC, INC. TAYLOR ELECTRIC, INC. RETIREMENT PLAN | SALT LAKE CITY UT | 287 | $50.8M | $1.8M |
