Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding PIMCO Incm Fd Inst Cl Mutual fund in their Schedule of Assets, totaling $7.3M 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 | ROYAL CARIBBEAN CRUISES LTD. ROYAL CARIBBEAN CRUISES LTD. RET. SAVINGS PLAN | MIAMI FL | 4,275 | $787.2M | $4.1M |
| 2 | ITS INC ITS INC 401(K) RETIREMENT PLAN & TRUST | JOHNSTON IA | 662 | $107.4M | $2.5M |
| 3 | PRESTRESS SERVICES INDUSTRIES, LLC PRESTRESS SERVICES INDUSTRIES, LLC 401(K) PLAN |
GROVE CITY OH |
| 178 |
| $12.5M |
| $330K |
| 4 | MARK PORTER AUTO GROUP, INC. MARK PORTER AUTO GROUP, INC. 401(K) PLAN | POMEROY OH | 250 | $4.7M | $172K |
| 5 | PETOSKEY PLASTICS, INC. PETOSKEY PLASTICS, INC. GOLD MINE 401(K) RETIREMENT SAVINGS PLAN | PETOSKEY MI | 529 | $23.9M | $139K |
| 6 | MOTHER'S MARKET & KITCHEN, INC. MOTHER'S MARKET 401(K) RETIREMENT PLAN | NEWPORT BEACH CA | 355 | $3.3M | $11K |