Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding PIM ALL ASSET INST Registered Investment Company in their Schedule of Assets, totaling $70.4M 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 | PROVIDENCE HEALTH & SERVICES PROVIDENCE ST JOSEPH HEALTH MASTER TRUST | RENTON WA | — | $14.0B | $36.9M |
| 2 | PROVIDENCE HEALTH & SERVICES PROVIDENCE ST JOSEPH HEALTH GROUP CUSTODIAL ACCOUNT | RENTON WA | — | $6.8B | $32.9M |
| 3 | POWERSCHOOL GROUP LLC POWERSCHOOL GROUP LLC 401(K) PLAN |
FOLSOM CA |
| 1,627 |
| $222.5M |
| $277K |
| 4 | BDT CAPITAL PARTNERS, LLC BDT & MSD PARTNERS RETIREMENT SAVINGS PLAN | CHICAGO IL | 446 | $168.7M | $255K |
| 5 | VISTA EQUITY PARTNERS MANAGEMENT, LLC VISTA EQUITY PARTNERS MANAGEMENT, LLC RETIREMENT PLAN | SAN FRANCISCO CA | 642 | $140.8M | $96K |
| 6 | LOGICMONITOR, INC. LOGICMONITOR 401(K) PLAN | SANTA BARBARA CA | 550 | $39.5M | $4K |
