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 Registered Investment Company in their Schedule of Assets, totaling $11.4M 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 | GORDON REES SCULLY MANSUKHANI, LLP GORDON REES SCULLY MANSUKHANI, LLP 401(K) RETIREMENT PLAN | WALNUT CREEK CA | 2,831 | $449.5M | $10.9M |
| 2 | OAK HARBOR FREIGHT LINES, INC. OAK HARBOR FREIGHT LINES, INC. 401(K) PLAN AND TRUST | AUBURN WA | 2,012 | $112.1M | $427K |
| 3 | NORTH FORTY GROUP, LLC |
SEATTLE WA |
| 186 |
| $10.6M |
| $87K |
