Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding PIMCO Diversified Income Fund; Institutional Class in their Schedule of Assets, totaling $8.2M 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 | AULTMAN HEALTH FOUNDATION AULTMAN 401(K) PLAN | CANTON OH | 6,691 | $826.0M | $3.8M |
| 2 | DIME BANK THE RETIREMENT PLAN OF DIME BANK | NORWICH CT | 65 | $48.3M | $2.5M |
| 3 | LICKING MEMORIAL HEALTH SYSTEMS LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN |
NEWARK OH |
| 2,475 |
| $159.8M |
| $782K |
| 4 | AXCESS FINANCIAL SERVICES, INC. THE AXCESS FINANCIAL 401K PLAN | CINCINNATI OH | 1,109 | $51.8M | $436K |
| 5 | TROTT LAW, P.C. TROTT LAW, P.C. PROFIT SHARING PLAN AND TRUST | FARMINGTON HILLS MI | 142 | $17.4M | $229K |
| 6 | TOMPKINS CONSOLIDATED AREA TRANSIT, INC. TCAT, INC. EMPLOYEE RETIREMENT PLAN | ITHACA NY | 119 | $7.2M | $227K |
| 7 | BANYAN STREET ADVISORS LLC BANYAN STREET ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST | MIAMI FL | 112 | $10.5M | $141K |
| 8 | BLUE RIDGE BEVERAGE COMPANY, INC. BLUE RIDGE BEVERAGE COMPANY, INC. PROFIT SHARING PLAN | SALEM VA | 487 | $31.1M | $115K |
| 9 | IPSEN, INC. IPSEN, INC. EMPLOYEE SAVINGS PLAN | CHERRY VALLEY IL | 246 | $37.5M | $30K |
| 10 | CD PEO PLUS, LLC PEOPLE PREMIER 401(K) RETIREMENT PLAN | CLEARWATER FL | 272 | $4.0M | $7K |
