Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding PIMCO VIT Real Return Portfolio Pooled separate account in their Schedule of Assets, totaling $601K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE ARC BALTIMORE, INC. 403(B) THRIFT PLAN OF THE ARC BALTIMORE, INC. | BALTIMORE MD | 938 | $26.0M | $284K |
| 2 | TRI-COUNTY COMMUNITY ACTION PROGRAM 403(B) THRIFT PLAN FOR EMPLOYEES OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC. | LITTLE FALLS MN | 150 | $5.4M | $110K |
| 3 | P.E.A.C.E., INC. |
SYRACUSE NY |
| 329 |
| $10.3M |
| $76K |
| 4 | METROPOLITAN AREA AGENCY ON AGING INC 403(B) THRIFT PLAN FOR TRELLIS | MINNEAPOLIS MN | 90 | $11.8M | $37K |
| 5 | STONE BELT ARC, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF STONE BELT ARC, INC. | BLOOMINGTON IN | 415 | $9.4M | $18K |
| 6 | MINNESOTA JEWISH COMMUNITY CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF MINNESOTA JEWISH COMMUNITY CENTER | ST. PAUL MN | 388 | $5.4M | $18K |
| 7 | TRI-COUNTY COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN FOR EMPLOYEES OF TRI-COUNTY COMMUNITY ACTION AGENCY | JOHNSTON RI | 490 | $15.1M | $13K |
| 8 | COMMUNITY DEVELOPMENT CORPORAT 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY DEVELOPMENT CORPORATION OF LONG ISLAND | MELVILLE NY | 185 | $5.9M | $9K |
| 9 | PLANNED PARENTHOOD MAR MONTE, INC. TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. | SAN JOSE CA | 82 | $15.4M | $9K |
| 10 | ORG CHEM GROUP, LLC ORG CHEM GROUP, LLC 401(K) PLAN | EVANSVILLE IN | 122 | $12.6M | $7K |
