Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Pimco Income Fund-Ins in their Schedule of Assets, totaling $1.0B 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 | GENERAL MOTORS LLC GENERAL MOTORS SAVINGS PLAN MASTER TRUST | DETROIT MI | — | $32.4B | $503.2M |
| 2 | GENERAL MOTORS LLC GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES | DETROIT MI | 41,023 | $23.1B | $354.8M |
| 3 | GENERAL MOTORS LLC |
DETROIT MI |
| 46,747 |
| $9.6B |
| $144.7M |
| 4 | CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN | STAMFORD CT | 74,487 | $23.2B | $11.9M |
| 5 | BOARD OF TRUSTEES USW HRA FUND USW HRA FUND | NASHVILLE TN | 1,076 | $51.4M | $8.8M |
| 6 | TRUSTEES OF NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFAR F NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH AND WELFARE FUND | BLOOMINGTON MN | 1,112 | $35.5M | $5.6M |
| 7 | AMADA WELD TECH INC. AMADA WELD TECH INC. 401K PLAN AND TRUST | MONROVIA CA | 172 | $42.3M | $1.3M |
| 8 | VALLEY TELEPHONE COOPERATIVE, INC. VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN | RAYMONDVILLE TX | 119 | $17.9M | $897K |
| 9 | DENTONS US LLP DENTONS US LLP CASH BALANCE PLAN | CHICAGO IL | 180 | $37.5M | $863K |
| 10 | BROCKTON NEIGHBORHOOD HEALTH CENTER BROCKTON NEIGHBORHOOD HEALTH CENTER 403(B) PLAN | BROCKTON MA | 755 | $29.3M | $688K |
