Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding PIMCO Funds PIMCO Rae Us Sml Instl Fd in their Schedule of Assets, totaling $736K 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 | KING'S RIDGE CHRISTIAN SCHOOL KING'S RIDGE CHRISTIAN SCHOOL 403(B) PLAN | ALPHARETTA GA | 172 | $10.7M | $317K |
| 2 | ROADSAFE TRAFFIC SYSTEMS ROADSAFE TRAFFIC SYSTEMS, INC. 401(K) PLAN | ROMEOVILLE IL | 2,153 | $59.5M | $265K |
| 3 | PLANET EQUITY GROUP, LLC PLANET EQUITY GROUP, LLC 401(K) PLAN |
WESTERN SPRINGS IL |
| 1,310 |
| $53.3M |
| $64K |
| 4 | THE GRAHAM COMPANIES THE GRAHAM COMPANIES 401(K) PLAN | MIAMI LAKES FL | 305 | $23.2M | $63K |
| 5 | NAVY MUTUAL AID ASSOCIATION NAVY MUTUAL AID ASSOCIATION EMPLOYEE'S 401(K) PLAN | ARLINGTON VA | 121 | $18.7M | $27K |
