Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Pimco All Asset Instl in their Schedule of Assets, totaling $56.4M 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 | BARRY-WEHMILLER COMPANIES, INC. BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 5,631 | $1.0B | $35.5M |
| 2 | ST. CLOUD ORTHOPEDIC ASSOCIATES, LTD. ST. CLOUD ORTHOPEDIC ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN | SARTELL MN | 133 | $45.5M | $15.9M |
| 3 | BARRY-WEHMILLER COMPANIES, INC. |
ST. LOUIS MO |
| 319 |
| $42.4M |
| $1.7M |
| 4 | TAYLOR ELECTRIC, INC. TAYLOR ELECTRIC, INC. RETIREMENT PLAN | SALT LAKE CITY UT | 287 | $50.8M | $1.7M |
| 5 | MECKLENBURG RADIOLOGY ASSOCIATES, P.A. MECKLENBURG RADIOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN | CHARLOTTE NC | 128 | $93.3M | $504K |
| 6 | SOCOTEC, INC. SOCOTEC, INC. PROFIT SHARING PLAN | NEW YORK NY | 474 | $82.7M | $372K |
| 7 | SHAPE TECHNOLOGIES GROUP, INC. THE SHAPE TECHNOLOGIES GROUP 401(K) PLAN | KENT WA | 719 | $93.7M | $355K |
| 8 | CALIFORNIA TEACHERS ASSOCIATION CALIFORNIA TEACHERS ASSOCIATION 401(K) PLAN | BURLINGAME CA | 388 | $160.7M | $293K |
| 9 | APTEAN, INC. APTEAN 401K PLAN | ALPHARETTA GA | 757 | $123.7M | $71K |
| 10 | PSC CUSTOM LP POLAR SERVICE CENTER 401(K) PLAN | TAMPA FL | 0 | $0 | $29K |
