Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIMCO Total RT Inst Mutual Fund in their Schedule of Assets, totaling $2.6M 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 | THE HAARTZ CORPORATION THE HAARTZ CORPORATION 401(K) AND PROFIT SHARING PLAN | ACTON MA | 454 | $120.2M | $2.4M |
| 2 | IDENTITY GROUP HOLDINGS CORP. IDENTITY GROUP 401K PLAN | COOKEVILLE TN | 169 | $14.0M | $184K |