PIMCO
PIMCO Low Duration Fund Institutional
Ticker PTLDX · Mutual fund · Share class: Class Instl
Matched by tickerAll PIMCO (Allianz) fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
59
25 with $250K or more
Dollars held
$68.5M
69,803 of 69,862 plans with fund lines hold none
Median per plan
$196K
Share of their fund dollars
0.4%
Same fund, other share classes
10 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class Instl (this page)PTLDX | Low cost | 59 | $68.5M |
| PIMCO Low Duration Fund CPTLCX | Not stated | 1 | $22.9M |
| Class APTLAX | Retail / revenue sharing | 10 | $2.0M |
| PIMCO Low Duration Fund RPLDRX | Not stated | 5 | $80K |
Plans adding and dropping it, 2024 to 2025
Added
1 plan
$343K at year-end 2025
Dropped
4 plans
$3.1M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that added it in 2025 (1 plan)
| Plan | Year-end value |
|---|---|
| Goulston Technologies, Inc 401(k) & Defined CTBN Retirement SVGS Plan$5M-$50M | $343K |
Plans that dropped it after 2024 (4 plans)
| Plan | Year-end value |
|---|---|
| Cosm Inc. 401(k) Plan$50M-$250M | $1.7M |
| Young Electric Sign Company Profit Sharing 401(k) Retirement Plan and Trust$50M-$250M | $708K |
| Mayo Clinic Health System 401(a) Plan$250M-$1B | $335K |
| Norton Sound Health Corporation Employee Tax-Deferred 403(b) Plan$5M-$50M | $259K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold PIMCO Low Duration Fund Institutional
The largest 10 plans in each list.
| The Sherwin-Williams Company 401(k) Plan$10.4B plan · The Sherwin-Williams Company, OH · Fidelity (FMR) | $19.4M |
| Trinet Select 401(k) Plan$3.53B plan · Trinet HR IV, LLC, CA · Empower | $15.2M |
| Bancfirst Corporation Thrift Plan$296M plan · Bancfirst Corporation, OK · Charles Schwab | $15.0M |
| Janney Montgomery Scott LLC Profit Sharing and Savings Plan$859M plan · Janney Montgomery Scott LLC, PA · Empower | $3.1M |
| Global Atlantic Financial Company 401(k) Plan$337M plan · Global Atlantic Financial Company, NY · Fidelity (FMR) | $2.3M |
| Fsi 401(k) Profit Sharing Plan$15.6M plan · Forward Slope Incorporated, CA · Principal | $1.8M |
| Mosaic Health System 401(k) Retirement Plan$508M plan · Mosaic Health System, MO · Empower | $1.6M |
| Molded Fiber Glass Companies Profit Sharing & 401(k) Plan$74.1M plan · Molded Fiber Glass Companies, OH · Fidelity (FMR) | $901K |
| Shepherd Electric Company Inc. 401(k) and Profit Sharing Plan$44.3M plan · Shepherd Electric Co., Inc., MD · Fidelity (FMR) | $548K |
| Retirement Savings Plan$395M plan · Petroleum Heat and Power Co., Inc., CT · Fidelity (FMR) | $502K |
Plans whose filed schedule lists PIMCO Low Duration Fund Institutional.
See all 59 plans with Pro. Free for 7 days, then $49 a month.
Pro unlocks:
- Plan and sponsor names
- Recordkeeper
- Plan assets
- Dollars held and % of plan funds
How the filings spell it
Show 8 names seen in the filings
- Low Duration Instl
- PIMCO Low Duration Fund Institutional Class
- PIMCO Low Duration Fund, Instl
- Pimco Low Duration Fund - Inst
- Pimco Low Duration Inst
- Pimco Low Duration Inst Fund
- Pimco Low Duration Instl
- Pimco Low-Duration Fund Instl Class