Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding PIMCO Funds Pimco Income Institutional Fund # in their Schedule of Assets, totaling $44.1M 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 | WORLEY GROUP INC. WORLEY GROUP INC. 401(K) PLAN | HOUSTON TX | 5,779 | $1.4B | $16.2M |
| 2 | SOURCEHOV, LLC EXELA 401(K) PLAN | IRVING TX | 4,251 | $338.9M | $3.4M |
| 3 | ERIEZ MANUFACTURING CO. ERIEZ MANUFACTURING CO. PROFIT SHARING/ 401(K) PLAN |
| 357 |
| $94.7M |
| $2.8M |
| 4 | JUSTRITE MANUFACTURING COMPANY, LLC. EAGLE MANUFACTURING COMPANY PENSION PLAN FOR HOURLY PAID EMPLOYEES | DEERFIELD IL | 89 | $16.7M | $2.6M |
| 5 | NEW BELGIUM BREWING COMPANY, INC. NEW BELGIUM BREWING COMPANY, INC. 401(K) PLAN | FORT COLLINS CO | 1,334 | $197.1M | $2.5M |
| 6 | OVIVO USA LLC OVIVO 401(K) PLAN | ROUND ROCK TX | 501 | $51.7M | $2.3M |
| 7 | QUALITY OIL COMPANY, LLC QUALITY OIL COMPANY 401(K) AND PROFIT SHARING PLAN | WINSTON-SALEM NC | 1,199 | $70.3M | $2.2M |
| 8 | PATHWARD, NATIONAL ASSOCIATION PATHWARD, NATIONAL ASSOCIATION 401(K) PLAN | SIOUX FALLS SD | 1,232 | $150.9M | $1.7M |
| 9 | SIMMONS HANLY CONROY LLP SIMMONS HANLY CONROY 401(K) PLAN | ALTON IL | 425 | $126.9M | $1.5M |
| 10 | SUPERIOR ESSEX INC. SUPERIOR ESSEX 401(K) PLAN | ATLANTA GA | 1,286 | $188.1M | $1.3M |
