Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO All Asset Institutional Mutual fund in their Schedule of Assets, totaling $1.5M 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 | ING FINANCIAL SERVICES LLC ING FINANCIAL SERVICES LLC 401(K) SAVINGS PLAN | NEW YORK NY | 714 | $454.6M | $731K |
| 2 | PROVATION SOFTWARE GROUP, INC. PROVATION SOFTWARE GROUP, INC. 401(K) PLAN | MINNEAPOLIS MN | 281 | $16.1M | $588K |
| 3 | MILES & STOCKBRIDGE P.C. |
BALTIMORE MD |
| 385 |
| $195.4M |
| $177K |
| 4 | BONTERRA, LLC BONTERRA 401(K) PLAN | AUSTIN TX | 927 | $98.2M | $16K |