Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding PIMCO ALL ASSET INSTL Registered Investment Company in their Schedule of Assets, totaling $10.7M 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 | WASHINGTON PERMANENTE MEDICAL GROUP, P.C. WPMG 401(K) RETIREMENT SAVINGS PLAN | RENTON WA | 1,654 | $1.5B | $6.9M |
| 2 | PROSKAUER ROSE LLP PROSKAUER ROSE LLP SAVINGS PLAN FOR STAFF AND PARTNERS | NEW YORK NY | 891 | $394.1M | $2.5M |
| 3 | PROSKAUER ROSE LLP PROSKAUER ROSE LLP SAVINGS PLAN FOR ASSOCIATES |
NEW YORK NY |
| 540 |
| $176.8M |
| $466K |
| 4 | VERUS ADVISORY, INC. VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN | SEATTLE WA | 94 | $37.1M | $444K |
| 5 | HOPKINS & CARLEY, A LAW CORPORATION HOPKINS & CARLEY 401(K) PLAN | SAN JOSE CA | 101 | $78.5M | $234K |
| 6 | METROLINA NEPHROLOGY ASSOCIATES, P.A. METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN | CHARLOTTE NC | 220 | $60.0M | $176K |
