Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Voya PIMCO Real Return Fund # in their Schedule of Assets, totaling $873K 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 | SMITH ELLIOTT KEARNS & COMPANY, LLC SMITH ELLIOTT KEARNS & COMPANY LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN | HAGERSTOWN MD | 201 | $47.3M | $567K |
| 2 | OMEGA PLASTICS, LLC OMEGA PLASTICS, LLC 401(K) PLAN | KNOXVILLE TN | 115 | $5.8M | $126K |
| 3 | NAVIA BENEFIT SOLUTIONS NAVIA BENEFIT SOLUTIONS 401(K) PLAN |
RENTON WA |
| 476 |
| $37.5M |
| $87K |
| 4 | MANDEL GROUP, INC. MANDEL GROUP, INC. SALARY SAVINGS 401(K) PLAN | MILWAUKEE WI | 125 | $15.5M | $40K |
| 5 | FIVE STAR FABRICATING, INC. FIVE STAR FABRICATING, INC. 401K SAVINGS PLAN | TWIN LAKES WI | 205 | $9.2M | $25K |
| 6 | BLIFFERT LUMBER & FUEL COMPANY INC. BLIFFERT LUMBER & FUEL COMPANY INC. PROFIT SHARING PLAN | OAK CREEK WI | 378 | $22.4M | $19K |
| 7 | CHAMPION MANUFACTURING, INC. CHAMPION RETIREMENT SAVINGS PLAN | ELKHART IN | 69 | $2.2M | $8K |