Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Pimco Vit Real Return Portfolio in their Schedule of Assets, totaling $838K 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 | WISCONSIN COMMUNITY SERVICES, INC. DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. | MILWAUKEE WI | 26 | $10.1M | $344K |
| 2 | GRODEN CENTER, INC. THE GRODEN CENTER, INC. 401(K) PROFIT SHARING PLAN | PROVIDENCE RI | 632 | $18.8M | $67K |
| 3 | HOSPICE OF DAVIDSON COUNTY, NO |
LEXINGTON NC |
| 117 |
| $6.9M |
| $49K |
| 4 | 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 |
| 5 | UNION COMMUNITY CARE SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF UNION COMMUNITY CARE | LANCASTER PA | 377 | $18.1M | $45K |
| 6 | ANCHORAGE NEIGHBORHOOD HEALTH CENTER, INC 403(B) THRIFT PLAN OF ANCHORAGE NEIGHBORHOOD HEALTH CENTER | ANCHORAGE AK | 211 | $23.4M | $40K |
| 7 | CARTER BURDEN NETWORK, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF CARTER BURDEN NETWORK, INC. | NEW YORK NY | 124 | $5.5M | $35K |
| 8 | CASA CENTRAL SOCIAL SERVICES CORPORATION 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CASA CENTRAL SOCIAL SERVICES CORPORATION | CHICAGO IL | 652 | $3.6M | $34K |
| 9 | JESSIE TRICE COMMUNITY HEALTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JESSIE TRICE COMMUNITY HEALTH SYSTEM, INC. | MIAMI FL | 447 | $18.3M | $25K |
| 10 | CHRISTIAN SOCIAL SERVICES OF I 403(B) THRIFT PLAN FOR EMPLOYEES OF CHRISTIAN SOCIAL SERVICES OF ILLINOIS D/B/A CARITAS FAMILY SOLUTIONS | BELLEVILLE IL | 567 | $10.7M | $25K |
