Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIMCO Total Return Port Instl in their Schedule of Assets, totaling $8.9M 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 | ALTEC INDUSTRIES, INC. ALTEC, INC. RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 10,685 | $986.4M | $8.7M |
| 2 | KANSAS HEART HOSPITAL, L.L.C. KANSAS HEART HOSPITAL, L.L.C. EMPLOYEES SAVINGS TRUST | WICHITA KS | 185 | $27.6M | $217K |
