Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding PIMCO Income Fund Ins Pooled separate account in their Schedule of Assets, totaling $7.6M 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 | HORIZON EYE CARE, P.A. HORIZON EYE CARE, P.A. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 254 | $32.8M | $1.8M |
| 2 | ASSOCIATED EYE CARE, LTD. ASSOCIATED EYE CARE, LTD. EMPLOYEES' PROFIT SHARING PLAN | STILLWATER MN | 244 | $31.0M | $1.3M |
| 3 | VALLEY VIEW HOSPITAL VALLEY VIEW HOSPITAL 403(B) PLAN |
GLENWOOD SPRINGS CO |
| 1,529 |
| $74.7M |
| $737K |
| 4 | RAILROAD AVENUE ASSOCIATES RAILROAD AVENUE ASSOCIATES 401(K) PLAN | HAUPPAUGUE NY | 186 | $10.5M | $471K |
| 5 | HACO U.S. HACO U.S. 401(K) PLAN | CITY OF INDUSTRY CA | 151 | $7.3M | $440K |
| 6 | WHITE RIVER BANCSHARES COMPANY WHITE RIVER BANCSHARES COMPANY 401(K) PLAN | FAYETTEVILLE AR | 200 | $20.4M | $396K |
| 7 | RICHMOND BAKING COMPANY RICHMOND BAKING COMPANY RETIREMENT READINESS 401(K) PLAN | RICHMOND IN | 194 | $9.3M | $353K |
| 8 | GAR BENNETT, LLC. GAR BENNETT, LLC. 401K PROFIT SHARING PLAN | REEDLEY CA | 178 | $20.3M | $283K |
| 9 | CARTON SERVICE CSI, LLC CARTON SERVICE CSI, LLC 401(K) PLAN | SHELBY OH | 103 | $13.7M | $238K |
| 10 | GT&E, LLC GROFF TRACTOR 401(K) PLAN | MECHANICSBURG PA | 231 | $20.9M | $231K |
