PlanOptica
PIMCO

PIMCO StocksPLUS Absolute Return Fund A

Ticker PTOAX · Mutual fund · Share class: Class ARetail / revenue sharing

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
4
3 with $250K or more
Dollars held
$2.3M
69,858 of 69,862 plans with fund lines hold none
Median per plan
$673K
Share of their fund dollars
2.2%

Other share classes of this fund

4 plans hold a costlier class of this fund than the cheapest class held in the data.

ClassCost tierPlansDollars
Class InstlPSPTXLow cost12$3.1M
Class A (this page)PTOAXRetail / revenue sharing4$2.3M

Plans that added or dropped it from 2024 to 2025

Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

No plan added or dropped this fund between 2024 and 2025.

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold PIMCO StocksPLUS Absolute Return Fund A

The largest 10 plans in each list.

Broadbent and Associates, Inc. 401(k) Profit Sharing Plan$30.4M plan · Broadbent & Associates, Inc., NV · Fidelity (FMR)$1.2M
Hungry Howie's Distributing, Inc 401(k) Profit Sharing Plan & Trust$14.1M plan · Hungry Howie's Distributing, Inc., MI · Ascensus$673K
Colonial Electric Supply Co, Inc Retirement Plan and Trust$49.1M plan · Colonial Electric Supply Co Inc, PA · ADP$371K
Chardam Gear Company, Inc. 401(k) Plan$13.4M plan · Chardam Gear Company, Inc., MI · Ascensus$43K

Plans whose filed schedule lists PIMCO StocksPLUS Absolute Return Fund A.

How the filings spell it

Show 2 names seen in the filings
  • PIMCO StocksPLUS Absolute Return
  • PIMCO StocksPLUS Absolute Return A