Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Pimco Incm Fd Inst CL Mutual funds in their Schedule of Assets, totaling $3.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION SAN DIEGO SYMPHONY ORCHESTRA MUSICIANS' PENSION PLAN | ESCONDIDO CA | 104 | $12.8M | $2.4M |
| 2 | BRICKLAYERS & MASONS LOCAL NO 6 HEALTH & WELFARE PLAN BRICKLAYERS & MASONS LOCAL NO 6 HEALTH & WELFARE PLAN | CANTON OH | 173 | $8.6M | $611K |
| 3 | METROPOLITAN BOSTON HOUSING PARTNERSHIP, INC. |
BOSTON MA |
| 216 |
| $10.8M |
| $56K |
