Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Funds Registered Investment Company PIMCO Income Institutional Fd in their Schedule of Assets, totaling $188K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | REDDY ICE LLC REDDY ICE LLC 401(K) PLAN | DALLAS TX | 1,523 | $46.6M | $175K |
| 2 | TRIDEUM CORPORATION TRIDEUM 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 483 | $44.1M | $10K |
| 3 | MATRIX HUMAN SERVICES MATRIX HUMAN SERVICES TAX SHELTERED ANNUITY PLAN |
DETROIT MI |
| 434 |
| $4.0M |
| $3K |
