Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Income A Registered Investment Companies in their Schedule of Assets, totaling $768K 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 | G.W. LISK COMPANY, INC. G.W. LISK COMPANY, INC. EMPLOYEES' SAVINGS & INVESTMENT PLAN | CLIFTON SPRINGS NY | 721 | $54.9M | $372K |
| 2 | PENTAGON TECHNOLOGIES GROUP, INC. PENTAGON TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN | HAYWARD CA | 675 | $31.1M | $271K |
| 3 | HELIO HEALTH, INC. |
SYRACUSE NY |
| 1,069 |
| $22.0M |
| $125K |
