Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TIAA Trust, N.A. PIMCO Total Return Instl in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | IOWA INDEPENDENT HIGHER EDUCATION RESEARCH FOUNDATION IAICU MULTIPLE EMPLOYER PLAN | WEST DES MOINES IA | 2,536 | $621.4M | $1.1M |
| 2 | NEW AMERICA NEW AMERICA FOUNDATION 403(B) DC PLAN | WASHINGTON DC | 169 | $47.0M | $399K |
