Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Pimco Funds Income Institutional Fund in their Schedule of Assets, totaling $19.2M 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 | RELATION INSURANCE, INC. RELATION INSURANCE, INC. RETIREMENT SAVINGS PLAN | OVERLAND PARK KS | 1,341 | $114.9M | $7.5M |
| 2 | NORTH AMERICAN LIGHTING, INC. NORTH AMERICAN LIGHTING, INC. COMMAND PLUS PLAN | PARIS IL | 5,170 | $522.4M | $3.2M |
| 3 | STAMBAUGH NESS, INC. STAMBAUGH NESS 401(K) PLAN |
YORK PA |
| 178 |
| $32.2M |
| $1.8M |
| 4 | MADISON DEARBORN PARTNERS LLC MADISON DEARBORN PARTNERS LLC SAVINGS INCENTIVE PLAN | CHICAGO IL | 97 | $98.8M | $1.7M |
| 5 | CTOS, LLC CTOS, LLC 401(K) PLAN | KANSAS CITY MO | 2,397 | $128.7M | $990K |
| 6 | HANBURY EVANS WRIGHT VLATTAS + COMPANY HANBURY EVANS WRIGHT VLATTAS + COMPANY PROFIT SHARING PLAN | NORFOLK VA | 155 | $23.6M | $761K |
| 7 | GEORGE BUTLER ASSOCIATES, INC. GBA COMPANIES CORPORATE SERVICES, LLC PROFIT SHARING PLAN | LENEXA KS | 492 | $77.3M | $718K |
| 8 | ORTHOMIDWEST, PLLC ORTHOMIDWEST, PLLC 401(K) RETIREMENT PLAN | ROCKFORD IL | 1,773 | $190.4M | $631K |
| 9 | C2 TECHNOLOGIES, INC. C2 TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | MCLEAN VA | 209 | $37.7M | $582K |
| 10 | CRESCENT ELECTRIC SUPPLY COMPANY CRESCENT ELECTRIC SUPPLY COMPANY 401(K) PLAN | EAST DUBUQUE IL | 1,836 | $172.7M | $376K |
