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 I-2, in their Schedule of Assets, totaling $16.2M 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 | BD OF TRUSTEES MICHIANA ELECTRICAL WORKERS HEALTH & WELFARE FUND MICHIANA AREA ELECTRICAL WORKERS HEALTH AND WELFARE FUND | LANSING MI | 1,234 | $40.2M | $8.2M |
| 2 | MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST | LANSING MI | 1,282 | $12.5M | $2.9M |
| 3 |
TAUNTON MA |
| 167 |
| $31.8M |
| $2.3M |
| 4 | SID HARVEY INDUSTRIES, INC. SID HARVEY INDUSTRIES' 401(K) SAVINGS AND PROFIT SHARING PLAN | GARDEN CITY NY | 600 | $49.0M | $2.0M |
| 5 | POSITIVE PROMOTIONS, INC. POSITIVE PROMOTIONS 401(K) SAVINGS PLAN | HAUPPAUGE NY | 856 | $17.5M | $441K |
| 6 | OJO CALIENTE HOLDINGS, INC. OJO CALIENTE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | OJO CALIENTE NM | 156 | $3.4M | $105K |
| 7 | CHILDREN'S THERAPY CENTER CHILDREN'S THERAPY CENTER 403(B) PLAN | KENT WA | 120 | $10.3M | $60K |
| 8 | ELEVATE HOLDINGS INC ELEVATE HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST | SEABROOK NH | 186 | $4.7M | $56K |
| 9 | IRON PONY MOTORSPORTS INC IRON PONY MOTORSPORTS INC 401(K) PROFIT SHARING PLAN & TRUST | WESTERVILLE OH | 144 | $5.4M | $36K |
| 10 | TANGENT TECHNOLOGIES, LLC TANGENT TECHNOLOGIES, LLC 401(K) PLAN | AURORA IL | 438 | $10.3M | $32K |
