Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Pacific Investment Management Company, LLC PIMCO Income Fund Institutional Class in their Schedule of Assets, totaling $1.8M 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 | VISUAL COMFORT & CO. VISUAL COMFORT & CO. 401(K) PLAN | HOUSTON TX | 1,401 | $86.7M | $1.4M |
| 2 | FORBRIGHT BANK FORBRIGHT BANK 401(K) PLAN | CHEVY CHASE MD | 0 | $0 | $325K |
| 3 | WASHINGTON GOLF & COUNTRY CLUB, INC. WASHINGTON GOLF & COUNTRY CLUB 401(K) & PROFIT SHARING PLAN |
ARLINGTON VA |
| 184 |
| $8.4M |
| $131K |
| 4 | PERFECT PLASTIC PRINTING CORPORATION PERFECT PLASTIC PRINTING CORPORATION 401(K) PROFIT SHARING PLAN | ST CHARLES IL | 307 | $30.1M | $3K |
