Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding PIMCO Income Fd Institutional in their Schedule of Assets, totaling $4.0M 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 | THE GOVERNING BOARD OF THE MI INDEPENDENT COLLEGES AND UNIVERSITIES MICHIGAN INDEPENDENT COLLEGES AND UNIVERSITIES 403(B) MULTIPLE EMPLOYER PLAN | LANSING MI | 1,396 | $334.9M | $1.9M |
| 2 | TRUSTEES OF HAMPSHIRE COLLEGE HAMPSHIRE COLLEGE 403(B) RETIREMENT PLAN | AMHERST MA | 258 | $160.5M | $835K |
| 3 |
KALAMAZOO MI |
| 111 |
| $50.3M |
| $352K |
| 4 | WARREN WILSON COLLEGE, INC. WARREN WILSON COLLEGE 403(B) DC PLAN | ASHEVILLE NC | 198 | $41.9M | $296K |
| 5 | WINDWARD SCHOOL INC WINDWARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 166 | $48.9M | $188K |
| 6 | RIVERDALE COUNTRY SCHOOL RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BRONX NY | 449 | $76.6M | $154K |
| 7 | ROCKY HILL COUNTRY DAY SCHOOL ROCKY HILL COUNTRY DAY SCHOOL 403(B) RETIREMENT PLAN | EAST GREENWICH RI | 82 | $15.2M | $122K |
| 8 | THE CHAPIN SCHOOL LTD. THE CHAPIN SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 242 | $107.7M | $83K |
| 9 | RIVERDALE COUNTRY SCHOOL RIVERDALE COUNTRY SCHOOL TAX-DEFERRED ANNUITY PLAN | BRONX NY | 464 | $61.8M | $66K |
| 10 | PROVIDENCE COUNTRY DAY SCHOOL PROVIDENCE COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | EAST PROVIDENCE RI | 146 | $15.3M | $40K |
