Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Income Research + Management in their Schedule of Assets, totaling $24.6M 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 | PENN HIGHLANDS HEALTHCARE PHH PENSION PLAN | DUBOIS PA | 423 | $70.5M | $17.4M |
| 2 | ARCO BUSINESS SERVICES, INC. ARCO COMPANIES RETIREMENT PLAN | BRENTWOOD MO | 2,012 | $196.3M | $4.3M |
| 3 | SABRE GLBL INC. SABRE GLBL INC. LEGACY PENSION PLAN |
| 165 |
| $212.3M |
| $2.8M |
| 4 | PROVISION LIVING ASSOCIATES, LLC PROVISION LIVING ASSOCIATES 401(K) PLAN | ST LOUIS MO | 814 | $3.7M | $31K |
