Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIMCO Income A Registered Investment Company N/A in their Schedule of Assets, totaling $1.8M 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 | GARDNER FAMILY HEALTH NETWORK, INC. GARDNER 401(K) PLAN FOR NON-UNION EMPLOYEES | SAN JOSE CA | 229 | $28.7M | $1.8M |
| 2 | PHOENIX FINANCIAL SERVICES, LLC PHOENIX FINANCIAL SERVICES, LLC GROUP RETIREMENT PLAN | OKATIE SC | 274 | $15.0M | $37K |
