Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Pimco Income FD Institutional Mutual Fund in their Schedule of Assets, totaling $6.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MERRIMACK COLLEGE MERRIMACK COLLEGE 403(B) RETIREMENT PLAN | NORTH ANDOVER MA | 1,171 | $184.6M | $2.7M |
| 2 | THE SIMONS FOUNDATION, INC. THE SIMONS FOUNDATION, INC. 401(K) PLAN | NEW YORK NY | 536 | $119.9M | $809K |
| 3 | ST. THOMAS SCHOOL ST. THOMAS SCHOOL DC RETIREMENT PLAN |
MEDINA WA |
| 103 |
| $19.7M |
| $490K |
| 4 | BARD COLLEGE BARD COLLEGE/SIMONS ROCK 403(B) PLAN | ANNANDALE NY | 2,536 | $379.4M | $438K |
| 5 | DAEMEN UNIVERSITY DAEMEN UNIVERSITY RETIREMENT PLAN | AMHERST NY | 369 | $102.7M | $432K |
| 6 | THAYER ACADEMY THAYER ACADEMY 403(B) RETIREMENT PLAN | BRAINTREE MA | 191 | $90.5M | $367K |
| 7 | CARDIGAN MOUNTAIN SCHOOL CARDIGAN MOUNTAIN SCHOOL DC RETIREMENT PLAN | CAANAN NH | 124 | $27.1M | $292K |
| 8 | SAFE HORIZON, INC. SAFE HORIZON 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 943 | $31.3M | $170K |
| 9 | OHIO DOMINICAN UNIVERSITY OHIO DOMINICAN UNIVERSITY RETIREMENT PLAN | COLUMBUS OH | 125 | $43.3M | $149K |
| 10 | CRYSTAL SPRINGS UPLANDS SCHOOL CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HILLSBOROUGH CA | 163 | $49.0M | $147K |
