Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Pimco Income Fund Class A Mutual Fund in their Schedule of Assets, totaling $4.2M 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 | WASSERMAN MEDIA GROUP, LLC WASSERMAN MEDIA GROUP 401(K) PLAN | LOS ANGELES CA | 1,460 | $107.7M | $1.3M |
| 2 | UNIVERSITY SCHOOL OF MILWAUKEE UNIVERSITY SCHOOL OF MILWAUKEE DEFINED CONTRIBUTION RETIREMENT PLAN | MILWAUKEE WI | 234 | $85.4M | $1.1M |
| 3 | AG RX AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN |
OXNARD CA |
| 120 |
| $18.8M |
| $649K |
| 4 | COMPASS, INC. COMPASS 401(K) PLAN | NEW YORK NY | 2,754 | $172.2M | $378K |
| 5 | KDM SIGNS, INC. KDM SIGNS, INC. 401(K) SAVINGS PLAN | CINCINNATI OH | 200 | $19.0M | $299K |
| 6 | SABER HEALTHCARE GROUP, L.L.C SABER HEALTHCARE 401(K) PROFIT SHARING PLAN | BEACHWOOD OH | 15,656 | $71.5M | $266K |
| 7 | PILLINGER MILLER TARALLO LLP PILLINGER MILLER TARALLO LLP 401(K) PROFIT SHARING PLAN AND TRUST | ELMSFORD NY | 178 | $11.7M | $92K |
| 8 | AMERICAN NATIONAL RED CROSS AMERICAN RED CROSS SAVINGS PLAN | WASHINGTON DC | 17,892 | $1.7B | $25K |
| 9 | ENERGY EXPERTS INTERNATIONAL ENERGY EXPERTS INTERNATIONAL 401(K) PROFIT SHARING PLAN & TRUST | REDWOOD CITY CA | 122 | $10.5M | $20K |
| 10 | EPEC, LLC EPEC, LLC 401(K) PLAN | NEW BEDFORD MA | 161 | $10.3M | $1K |
