Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding PIMCO Income Fnd Ins Registered investment company in their Schedule of Assets, totaling $1.2M 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 | KATZEN MEDICAL ASSOCIATES, P.C. ESP MANAGEMENT, LLC 401K PROFIT SHARING PLAN | DALLAS TX | 1,616 | $81.4M | $1.2M |
