Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Pimco Funds Pimco Income Institutional Fd in their Schedule of Assets, totaling $91.4M 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 | PERFORMANCE CONTRACTING GROUP, INC. PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN | LENEXA KS | 1,366 | $3.6B | $67.9M |
| 2 | GRUPO ANTOLIN NORTH AMERICA, INC. ANTOLIN 401(K) PLAN | AUBURN HILLS MI | 2,070 | $151.3M | $4.8M |
| 3 | DAI ESOP, INC. DAI 401(K) RETIREMENT PLAN |
BETHESDA MD |
| 811 |
| $218.1M |
| $4.7M |
| 4 | HARRISON LLP HARRISON LLP 401(K) AND PROFIT SHARING PLAN | CHICAGO IL | 183 | $41.7M | $2.1M |
| 5 | WOODCREST SERVICES, INC. AUTOTEC 401(K) PLAN | BIRMINGHAM AL | 126 | $23.5M | $1.9M |
| 6 | IQNAVIGATOR, INC. IQNAVIGATOR, INC 401(K) PLAN | JACKSONVILLE FL | 400 | $59.6M | $1.4M |
| 7 | LEONA M. AND HARRY B. HELMSLEY CHARITABLE THE LEONA M AND HARRY B HELMSLEY CHARITABLE TRUST 401(K) PLAN | NEW YORK NY | 115 | $45.3M | $1.2M |
| 8 | CORDIS US CORP. CORDIS US CORP. RETIREMENT SAVINGS PLAN | MIAMI LAKES FL | 998 | $85.2M | $1.1M |
| 9 | AXOS FINANCIAL, INC. AXOS FINANCIAL, INC. 401(K) PLAN | SAN DIEGO CA | 1,683 | $127.3M | $888K |
| 10 | HEBREW HOME FOR THE AGED AT RIVERDALE HEBREW HOME FOR THE AGED AT RIVERDALE RETIREMENT INCOME PLAN | RIVERDALE NY | 38 | $21.4M | $884K |
