Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding Pimco VIT Real Return Portfolio in their Schedule of Assets, totaling $1.4M 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 FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR STAFF | NEW YORK NY | 3,078 | $48.6M | $178K |
| 2 | SETTLEMENT HEALTH & MEDICAL SERVICES, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SETTLEMENT HEALTH & MEDICAL SERVICES, INC. | NEW YORK NY | 113 | $9.5M | $110K |
| 3 |
NEW YORK NY |
| 208 |
| $16.3M |
| $102K |
| 4 | SUPERIOR MACHINING & FABRICATION, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SUPERIOR MACHINING & FABRICATION, INC. | MUENSTER TX | 118 | $12.3M | $85K |
| 5 | THE KIEMLE HANKINS COMPANY THE KIEMLE HANKINS COMPANY EMPLOYEE 'S 401K PLAN | PERRYSBURG OH | 104 | $23.3M | $85K |
| 6 | GRODEN CENTER, INC. THE GRODEN CENTER, INC. 401(K) PROFIT SHARING PLAN | PROVIDENCE RI | 632 | $18.8M | $67K |
| 7 | WHEELER CLINIC, INC. WHEELER CLINIC, INC. 403(B) PLAN | BRISTOL CT | 1,180 | $57.3M | $66K |
| 8 | HOSPICE OF DAVIDSON COUNTY, NO 403(B) THRIFT PLAN FOR HOSPICE OF DAVIDSON COUNTY, NORTH CAROLINA, INC. | LEXINGTON NC | 117 | $6.9M | $49K |
| 9 | VISITING NURSE AND HOSPICE CAR SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF VISITING NURSE AND HOSPICE CARE OF SANTA BARBARA | SANTA BARBARA CA | 148 | $21.9M | $49K |
| 10 | UNION COMMUNITY CARE SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE | LANCASTER PA | 377 | $18.1M | $45K |
