Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding PIMCO Funds Pimco Income Fund in their Schedule of Assets, totaling $4.9M 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 | FULLMER CONSTRUCTION FULLMER CONSTRUCTION 401(K) PLAN | ONTARIO CA | 130 | $16.2M | $1.1M |
| 2 | DIAMOND CREDIT UNION DIAMOND CREDIT UNION 401(K) PLAN AND TRUST | POTTSTOWN PA | 204 | $39.7M | $742K |
| 3 | UNITED WAY OF GREATER HOUSTON UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN |
HOUSTON TX |
| 203 |
| $28.9M |
| $544K |
| 4 | TRUMARK FINANCIAL CREDIT UNION TRUMARK FINANCIAL CREDIT UNION RETIREMENT SAVINGS PLAN | FORT WASHINGTON PA | 412 | $42.7M | $503K |
| 5 | JOHNSTOWN WIRE TECHNOLOGIES INC. DBA LIBERTY WIRE JOHNSTOWN JOHNSTOWN WIRE TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | JOHNSTOWN PA | 250 | $42.9M | $479K |
| 6 | THE EMERY WEINER CENTER FOR JEWISH EDUCATION THE EMERY WEINER SCHOOL TAX 403(B) PLAN | HOUSTON TX | 105 | $13.4M | $321K |
| 7 | NORTHROCK PARTNERS, LLC NORTHROCK PARTNERS 401K AND PROFIT SHARING PLAN | MINNEAPOLIS MN | 175 | $20.0M | $270K |
| 8 | DALLAS ZOO MANAGEMENT, INC. DALLAS ZOO MANAGEMENT, INC. 401(K) PLAN | DALLAS TX | 288 | $16.8M | $259K |
| 9 | NEW BENEVIS, INC BENEVIS 401(K) RETIREMENT SAVINGS PLAN | ALTANTA GA | 2,441 | $79.1M | $198K |
| 10 | INTERCEPT INTERACTIVE INC. INTERCEPT INTERACTIVE RETIREMENT PLAN | NEW YORK NY | 166 | $26.2M | $147K |
