Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Pimco Diversified Income Mutual Fund in their Schedule of Assets, totaling $3.1M 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 | CUTTER & BUCK INC. CUTTER & BUCK 401(K) PLAN | RENTON WA | 334 | $27.1M | $1.5M |
| 2 | AAA WASHINGTON AAA WASHINGTON 401(K) SAVINGS PLAN | BELLEVUE WA | 588 | $86.9M | $988K |
| 3 | JUSTICE RESOURCE INSTITUTE, INC. 403(B) PLAN FOR EMPLOYEES OF JRI |
NEEDHAM MA |
| 85 |
| $14.2M |
| $509K |
| 4 | HIGHSPOT, INC. HIGHSPOT, INC. 401(K) PLAN | SEATTLE WA | 475 | $55.9M | $48K |
