Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Total Return R Fund in their Schedule of Assets, totaling $168K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HARRIS CHEVROLET, II, L.L.C. HARRIS CHEVROLET 401(K) PLAN | BATON ROUGE LA | 130 | $6.1M | $166K |
| 2 | THE CENTER FOR AUTISM THE CENTER FOR AUTISM 403(B) PLAN | PHILADELPHIA PA | 142 | $4.6M | $2K |
| 3 | LAWRENCE TRANSPORTATION COMPANY LAWRENCE TRANSPORTATION COMPANY 401(K) PLAN |
ROCHESTER MN |
| 99 |
| $4.0M |
| $180 |