Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding PIMCO High Yield Fund Mutual Fund - in their Schedule of Assets, totaling $32.2M 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 | KUMON NORTH AMERICA, INC. KUMON NORTH AMERICA, INC. 401(K) PLAN | RUTHERFORD NJ | 294 | $69.3M | $6.7M |
| 2 | ATKINSON, ANDELSON, LOYA, RUUD & ROMO, A PROFESSIONAL CORPORATION ATKINSON, ANDELSON, LOYA, RUUD & ROMO PROFIT SHARING AND 401(K) PLANS | CERRITOS CA | 389 | $260.4M | $5.8M |
| 3 | FORTINET, INC. |
SUNNYVALE CA |
| 3,826 |
| $478.9M |
| $5.4M |
| 4 | MANATT, PHELPS & PHILLIPS, LLP MANATT, PHELPS & PHILLIPS, LLP EMPLOYEE SAVINGS PLAN | LOS ANGELES CA | 845 | $430.4M | $5.1M |
| 5 | WIND RIVER SYSTEMS, INC. WIND RIVER SYSTEMS, INC. 401(K) PLAN | ALAMEDA CA | 503 | $314.1M | $4.2M |
| 6 | OHI WEST MEDICAL GROUP II LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,866 | $314.0M | $4.0M |
| 7 | FACEY MEDICAL GROUP, A MEDICAL CORPORATION FACEY MEDICAL GROUP, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN | MISSION HILLS CA | 239 | $253.8M | $341K |
| 8 | JAVELIN ACQUISITION VEHICLE LLC LINDSAY PRECAST 401(K) PLAN | CANAL FULTON OH | 428 | $27.0M | $156K |
| 9 | OVATIVE GROUP LLC OVATIVE GROUP 401K PLAN | MINNEAPOLIS MN | 493 | $37.8M | $88K |
| 10 | GRAMMARLY, INC. GRAMMARLY, INC. 401(K) PLAN | SAN FRANCISCO CA | 797 | $58.9M | $83K |
