Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding PIMCO Income Fund Class I-2 Mutual fund - in their Schedule of Assets, totaling $822K 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 | LEESAR INC. LEESAR INC. 401(K) PROFIT SHARING PLAN & TRUST | FT MYERS FL | 268 | $14.2M | $432K |
| 2 | GRAY METAL PRODUCTS INC GRAY METAL PRODUCTS INC 401(K) PROFIT SHARING PLAN & TRUST | AVON NY | 150 | $3.2M | $187K |
| 3 | LUBBOCK CHRISTIAN UNIVERSITY LUBBOCK CHRISTIAN UNIVERSITY 403(B) PLAN |
LUBBOCK TX |
| 393 |
| $20.9M |
| $109K |
| 4 | BENTLEY TRUCK SERVICES, INC. BENTLEY TRUCK SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LOGAN TWP NJ | 173 | $9.1M | $94K |
| 5 | VIE DE FRANCE YAMAZAKI INC VIE DE FRANCE YAMAZAKI INC 401(K) PROFIT SHARING PLAN & TRUST | ROCHESTER NY | 750 | $23.2M | $1K |