Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding PIMCO Funds PIMCO Income Institutional in their Schedule of Assets, totaling $2.4M 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 | WORLD OIL CORP WORLD OIL SAVINGS AND RETIREMENT PLAN | SOUTH GATE CA | 712 | $64.3M | $905K |
| 2 | TRUEBLUE, INC. TRUEBLUE, INC. 401(K) PLAN | TACOMA WA | 6,935 | $95.6M | $883K |
| 3 | INTERTECH SECURITY, LLC INTERTECH SECURITY, LLC 401(K) PLAN |
| 104 |
| $8.0M |
| $290K |
| 4 | ANDERSON HEALTHCARE ANDERSON HEALTHCARE 403(B) PLAN | MARYVILLE IL | 1,640 | $93.9M | $209K |
| 5 | CONTROL DEVICES, LLC CONTROL DEVICES, LLC 401(K) PROFIT SHARING PLAN | FENTON MO | 391 | $17.7M | $67K |
| 6 | CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND IT'S SUBSIDIARY CORPORATIONS MONEY PURCHASE PLAN | PITTSBURGH PA | 71 | $4.2M | $50K |
| 7 | SALT & STRAW LLC SALT & STRAW LLC 401(K) PLAN | PORTLAND OR | 1,263 | $2.8M | $3K |
