Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding EQ/PIMCO Ultra Short Bond Pooled Separate Account in their Schedule of Assets, totaling $165K 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 | A S I SYSTEM INTEGRATION INC A S I SYSTEM INTEGRATION, INC. 401(K) PROFIT SHARING PLAN | PORT WASHINGTON NY | 389 | $9.3M | $123K |
| 2 | SEQUOIA LIVING INC. NCPHS TAX SHELTERED ANNUITY PLAN | SAN FRANCISCO CA | 31 | $8.2M | $41K |
| 3 | OSWEGO COUNTY OPPORTUNITIES, INC. OSWEGO COUNTY OPPORTUNITIES, INC. EMPLOYEES' DEFERRED ANNUITY PLAN |
FULTON NY |
| 525 |
| $18.3M |
| $2K |
