Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding College Retirement Equities Fund variable annuities PIMCO Income Fd Institutional in their Schedule of Assets, totaling $2.5M 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 | ASSOCIATION OF INDEPENDENT KENTUCKY COLLEGES AND UNIVERSITIES ASSOCIATION OF INDEPENDENT KENTUCKY COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | FRANKFORT KY | 1,301 | $80.9M | $782K |
| 2 | CONVERSE COLLEGE CONVERSE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SPARTANBURG SC | 160 | $45.4M | $647K |
| 3 | WYOMING SEMINARY |
KINGSTON PA |
| 195 |
| $50.7M |
| $390K |
| 4 | CURTIS SCHOOL FOUNDATION CURTIS SCHOOL DEFINED CONTRIBUTION & TAX DEFERRED ANNUITY PLAN | LOS ANGELES CA | 110 | $33.6M | $369K |
| 5 | CRYSTAL SPRINGS UPLANDS SCHOOL CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HILLSBOROUGH CA | 163 | $49.0M | $147K |
| 6 | AMERICAN METEOROLOGICAL SOCIETY AMERICAN METEOROLOGICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 78 | $34.9M | $113K |
| 7 | MWLA, INC. TURNING POINT SCHOOL 403(B) DEFINED CONTRIBUTION PLAN | CULVER CITY CA | 70 | $11.7M | $56K |
| 8 | UNIVERSITY REHABILITATION ALLIANCE DBA ORIGAMI REHABILITATION ORIGAMI REHABILITATION RETIREMENT PLAN | MASON MI | 189 | $4.4M | $2K |
