Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Pimco Total Return Mutual fund in their Schedule of Assets, totaling $25.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ATKINSON, ANDELSON, LOYA, RUUD & ROMO, A PROFESSIONAL CORPORATION ATKINSON, ANDELSON, LOYA, RUUD & ROMO PROFIT SHARING AND 401(K) PLANS | CERRITOS CA | 389 | $260.4M | $8.6M |
| 2 | ARROWOOD INDEMNITY COMPANY THE 401(K) PLAN OF ARROWOOD INDEMNITY COMPANY | CHARLOTTE NC | 71 | $113.4M | $5.1M |
| 3 | W.G. CLARK CONSTRUCTION CO. |
SEATTLE WA |
| 135 |
| $56.6M |
| $3.1M |
| 4 | TALKING RAIN BEVERAGE COMPANY, INC. TALKING RAIN 401 (K) RETIREMENT PLAN AND TRUST | PRESTON WA | 461 | $44.0M | $2.7M |
| 5 | COLQUITT ELECTRIC MEMBERSHIP CORPORATION COLQUITT EMC RETIREMENT PLAN | MOULTRIE GA | 170 | $62.5M | $1.4M |
| 6 | THE WALTON ELECTRIC MEMBERSHIP CORPORATION THE WALTON ELECTRIC MEMBERSHIP CORPORATION 401 K PLAN | MONROE GA | 270 | $66.5M | $1.4M |
| 7 | MIDWEST ANESTHESIA ASSOCIATES, P.A. MIDWEST ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN | OVERLAND PARK KS | 67 | $66.1M | $1.4M |
| 8 | DIVERSE POWER INCORPORATED, AN ELECTRIC MEMBERSHIP CORPORATION DIVERSE POWER 401K PLAN | LAGRANGE GA | 139 | $35.6M | $871K |
| 9 | BELLWETHER HOUSING BELLWETHER HOUSING RETIREMENT SAVINGS PLAN | SEATTLE WA | 183 | $9.2M | $470K |
| 10 | THE ALLEN INSTITUTE FOR ARTIFICIAL INTELLIGENCE AI2 401(K) PLAN | SEATTLE WA | 203 | $48.0M | $234K |
