Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Pimco Funds PIMCO INCOME INSTL in their Schedule of Assets, totaling $7.5M 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 | JOHNSON & BELL, LTD. JOHNSON & BELL, LTD. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 165 | $109.9M | $3.7M |
| 2 | HOSPICE OF MICHIGAN HOSPICE OF MICHIGAN RETIREMENT SAVINGS PLAN | ANN ARBOR MI | 776 | $44.6M | $2.3M |
| 3 | ASI ASI 401(K) PROFIT SHARING PLAN |
FREMONT CA |
| 217 |
| $45.6M |
| $744K |
| 4 | LIFESPACE COMMUNITIES, INC. LIFESPACE COMMUNITIES 403(B) PLAN | DALLAS TX | 4,340 | $76.7M | $256K |
| 5 | KESLOW CAMERA, INC. KESLOW CAMERA, INC. 401(K) RETIREMENT SAVINGS PLAN | CULVER CITY CA | 115 | $8.5M | $168K |
| 6 | MUSKEGON CAR CREDIT, INC. MUSKEGON CAR CREDIT, INC. 401K PLAN | WYOMING MI | 112 | $5.5M | $157K |
| 7 | MARINE REPAIR SERVICES, INC. MARINE REPAIR SERVICES, INC. 401(K) PLAN | CHARLESTON SC | 508 | $8.5M | $148K |
| 8 | METROPOLITAN CHARITIES, INC. D/B/A METRO INCLUSIVE HEALTH METRO EMPLOYEES RETIREMENT PLAN | ST. PETERSBURG FL | 170 | $6.2M | $42K |
| 9 | COMMONWEALTH CASUALTY COMPANY COMMONWEALTH CASUALTY COMPANY 401(K) PLAN | PHOENIX AZ | 128 | $2.8M | $4K |
| 10 | BOWERY RESIDENTS' COMMITTEE, INC. BRC 403(B) PLAN | NEW YORK NY | 425 | $33.5M | $2K |
