Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding PIMCO Income A PIMCO 0 in their Schedule of Assets, totaling $2.2M 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 | INOAC USA, INC. INOAC USA 401(K) SAVINGS PLAN | BARDSTOWN KY | 1,145 | $89.2M | $613K |
| 2 | INNOVATIVE LEARNING, INC. INNOVATIVE LEARNING, INC. 403(B) RETIREMENT PLAN | ANNAPOLIS MD | 214 | $21.9M | $511K |
| 3 | ADVANCED TECHNOLOGY SERVICES, INC. ADVANCED TECHNOLOGY SERVICES, INC. 401(K) PSP |
PEORIA IL |
| 2,062 |
| $205.1M |
| $404K |
| 4 | P & L GLOBAL HOLDING CORP P & L GLOBAL HOLDING CORP 401(K) PLAN | WESTBURY NY | 1,398 | $56.5M | $345K |
| 5 | UNEX CORP UNEX CORP 401(K) PROFIT SHARING PLAN AND TRUST | MAHWAH NJ | 303 | $26.8M | $158K |
| 6 | FAMILY FARM & HOME, INC FAMILY FARM & HOME RETIREMENT PLAN | MUSKEGON MI | 840 | $11.4M | $112K |
| 7 | BRETT DINOVI AND ASSOCIATES, LLC BRETT DINOVI AND ASSOCIATES LLC 401(K) PLAN | MOUNT LAUREL NJ | 972 | $8.3M | $42K |
| 8 | SAME DAY DELIVERY, INC. SAME DAY DELIVERY 401(K) PLAN | GRAND RAPIDS MI | 91 | $2.4M | $36K |
| 9 | CHARDAM GEAR COMPANY, INC. CHARDAM GEAR COMPANY, INC. 401(K) PLAN | STERLING HEIGHTS MI | 128 | $11.8M | $16K |
| 10 | BOIRON, INC BOIRON, INC PROFIT SHARING & 401(K) PLAN | NEWTOWN SQUARE PA | 149 | $31.0M | $3K |
