Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Income Fd Institutional Mutual Fund n/a in their Schedule of Assets, totaling $731K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MONTANA STATE UNIVERSITY FOUNDATION, INC. MONTANA STATE UNIVERSITY FOUNDATION 403(B) DC PLAN | BOZEMAN MT | 72 | $18.3M | $358K |
| 2 | WOODBERRY FOREST SCHOOL WOODBERRY FOREST SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WOODBERRY FOREST VA | 262 | $77.3M | $325K |
| 3 | COLLEGE SUCCESS FOUNDATION |
BELLEVUE WA |
| 190 |
| $16.0M |
| $47K |
