Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding PIMCO High Yield Institutional - in their Schedule of Assets, totaling $15.7M 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 | GOVERNING COMM OF THE ASSOC OF IND COLLEGE AND UNIV OF OHIO MEP ASSOC OF INDEPENDENT COLLEGES AND UNIVERSITIES OF OHIO MEP | COLUMBUS OH | 2,140 | $480.4M | $9.4M |
| 2 | FIRSTHEALTH OF THE CAROLINAS, INC. FIRSTHEALTH OF THE CAROLINAS, INC. MATCHING SAVINGS PLAN | PINEHURST NC | 6,474 | $450.8M | $2.5M |
| 3 | WOLFE CLINIC, P.C. |
MARSHALLTOWN IA |
| 567 |
| $87.2M |
| $2.1M |
| 4 | US RADIOLOGY SPECIALISTS, INC. US RADIOLOGY SPECIALISTS 401(K) RETIREMENT PLAN | RALEIGH NC | 4,664 | $571.0M | $1.4M |
| 5 | MAUI OIL COMPANY, INC. MAUI OIL CO, INC 401(K) PROFIT SHARING PLAN | KAHULUI HI | 118 | $16.1M | $100K |
| 6 | MONTEREAU, INC. MONTEREAU, INC. 401(K) PLAN | TULSA OK | 299 | $5.4M | $80K |
| 7 | PARKSIDE, INC. PARKSIDE, INC. 401(K) PLAN | TULSA OK | 361 | $7.9M | $67K |
