Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Total Return Port. Instl. Mutual Fund in their Schedule of Assets, totaling $17.6M 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 | RIVERSTONE RESOURCES LLC THE INDIVIDUAL RETIREMENT PLAN OF RIVERSTONE RESOURCES LLC | MANCHESTER NH | 426 | $141.0M | $8.2M |
| 2 | TESSENDERLO KERLEY, INC. TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST | PHOENIX AZ | 459 | $96.4M | $7.0M |
| 3 | FRED ALGER & COMPANY, LLC |
NEW YORK NY |
| 162 |
| $108.0M |
| $2.4M |
