Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding PIMCO High Yield I- TR Mutual fund in their Schedule of Assets, totaling $382K 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 | TATA CHEMICALS SODA ASH PARTNERS LLC TATA CHEMICALS SODA ASH PARTNERS LLC SALARIED EMPLOYEES' SAVINGS PLAN | SANDY UT | 205 | $34.9M | $165K |
| 2 | BROOKS EQUIPMENT COMPANY, LLC. BROOKS EQUIPMENT COMPANY 401(K) PLAN | CHARLOTTE NC | 444 | $33.0M | $121K |
| 3 | TATA CHEMICALS SODA ASH PARTNERS LLC |
SANDY UT |
| 408 |
| $40.3M |
| $43K |
| 4 | TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPORATED TOLTZ KING DUVALL ANDERSON AND ASSOCIATES INCORPOR 401K FLEXIBLE SAVINGS PLAN | ST PAUL MN | 421 | $71.5M | $36K |
| 5 | ALLAN INDUSTRIES, INC. ALLAN INDUSTRIES, INC. 401(K) PROFIT SHARING | ROCKAWAY NJ | 1,072 | $14.4M | $7K |
| 6 | EMERALD PACKAGING, INC. EMERALD PACKAGING, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | UNION CITY CA | 240 | $20.9M | $6K |
| 7 | ADAMS GROUP, INC. ADAMS GROUP, INC. 401(K) PROFIT SHARING PLAN | ARBUCKLE CA | 183 | $21.2M | $3K |
