Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 96 U.S. retirement plans report holding PIMCO Income Fund Ins Registered investment company in their Schedule of Assets, totaling $37.0M 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 | CAPITAL WOMENS CARE, LLC CAPITAL WOMENS CARE, LLC EMPLOYEES 401(K) PLAN | FULTON MD | 821 | $147.0M | $6.3M |
| 2 | GOSIGER HOLDINGS, INC. GOSIGER 401K SAVINGS PLAN AND TRUST | DAYTON OH | 598 | $101.6M | $4.6M |
| 3 | ACENTRA HEALTH, LLC ACENTRA HEALTH RETIREMENT PLAN |
MCLEAN VA |
| 2,661 |
| $164.7M |
| $1.3M |
| 4 | BANKERS BANK BANKERS' BANK 401(K) PLAN | MADISON WI | 133 | $35.4M | $1.2M |
| 5 | PERFORMANCE SERVICES, INC. PERFORMANCE SERVICES, INC. THRIFT PLAN | INDIANAPOLIS IN | 286 | $52.2M | $1.2M |
| 6 | PENN ENGINEERING & MANUFACTURING PENN ENGINEERING 401(K) PLAN | DANBORO PA | 900 | $164.1M | $1.2M |
| 7 | SPARC GROUP LLC THE SPARC GROUP LLC 401(K) INVESTMENT AND SAVINGS PLAN | LYNDHURST NJ | 11,662 | $341.8M | $1.1M |
| 8 | CONFERENCE OF STATE BANK SUPERVISOR CONFERENCE OF STATE BANK SUPERVISORS SAFE HARBOR 401(K) PLAN | WASHINGTON DC | 156 | $52.0M | $998K |
| 9 | ENE. SYSTEMS INC. ENE SYSTEMS INC. PROFIT SHARING PLAN | CANTON MA | 272 | $33.3M | $925K |
| 10 | TOOTSIE ROLL INDUSTRIES, LLC TOOTSIE ROLL INDUSTRIES LLC PROFIT SHARING PLAN | CHICAGO IL | 217 | $88.2M | $900K |
