Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO Diversified Income in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JUSTICE RESOURCE INSTITUTE 401(K) PLAN FOR EMPLOYEES OF JRI | NEEDHAM MA | 3,007 | $65.1M | $1.9M |
| 2 | THE TOWBES GROUP, INC. THE TOWBES GROUP SALARY SAVINGS PLAN | SANTA BARBARA CA | 110 | $10.5M | $355K |
| 3 | MONTECITO BANK AND TRUST MB&T SALARY SAVING PLAN |
SANTA BARBARA CA |
| 273 |
| $45.9M |
| $92K |
| 4 | ROLAND PARK COUNTRY SCHOOL, INC. ROLAND PARK COUNTRY SCHOOL RETIREMENT PLAN | BALTIMORE MD | 235 | $47.6M | $71K |
