Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding PIMCO High Yield Institutional Fund Mutual fund in their Schedule of Assets, totaling $3.9M 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 | MBIA INC. MBIA INC. EMPLOYEES PENSION PLAN | PURCHASE NY | 57 | $137.6M | $1.5M |
| 2 | MBIA INC. MBIA INC. EMPLOYEE 401(K) PLAN | PURCHASE NY | 57 | $150.8M | $1.4M |
| 3 | THE AMERICAN TANK & FABRICATING COMPANY AT&F 401(K) PLAN | CLEVELAND |
| 247 |
| $20.1M |
| $589K |
| 4 | THE NAVIGATORS NAVIGATORS 403(B) SUPPLEMENTAL RETIREMENT PLAN | COLORADO SPRINGS CO | 2,280 | $120.7M | $315K |
| 5 | DAVID C COOK DAVID C COOK RETIREMENT PLAN WITH 401(K) SAVINGS | COLORADO SPRINGS CO | 280 | $24.7M | $72K |