Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO Div Inc Inst Fd in their Schedule of Assets, totaling $2.3M 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 | VGM GROUP INC VGM GROUP INC 401(K) PROFIT SHARING PLAN | WATERLOO IA | 1,520 | $127.1M | $1.6M |
| 2 | SISLEY COSMETICS USA SISLEY COSMETICS USA 401(K) PLAN | NEW YORK NY | 669 | $27.6M | $518K |
| 3 | SHERWOOD MECHANICAL, INC. SHERWOOD MECHANICAL, INC. 401(K) PLAN |
SAN DIEGO CA |
| 195 |
| $12.5M |
| $219K |
| 4 | APICHA COMMUNITY HEALTH CENTER APICHA COMMUNITY HEALTH CENTER 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 126 | $4.2M | $17K |
