Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Pimco Income Fund Inst in their Schedule of Assets, totaling $16.8M 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 | SULLIVAN INVESTMENT CO., INC. SULLIVAN COMPANIES RETIREMENT TRUST | NORWELL MA | 1,331 | $102.9M | $4.3M |
| 2 | JIMCOR AGENCY, INC JIMCOR RETIREMENT SAVINGS PLAN | MONTVALE NJ | 165 | $33.3M | $1.9M |
| 3 | SOUTH CAROLINA FEDERAL CREDIT UNION SOUTH CAROLINA FEDERAL CREDIT UNION EMPLOYEES' 401K PLAN |
NORTH CHARLESTON SC |
| 577 |
| $102.8M |
| $1.4M |
| 4 | RAY SKILLMAN GMC TRUCK, INC. RAY SKILLMAN 401 (K) PROFIT SHARING PLAN | INDIANAPOLIS IN | 870 | $56.0M | $1.3M |
| 5 | SHARP ELECTRONICS CORPORATION SHARP ELECTRONICS CORPORATION PENSION PLAN | MONTVALE NJ | 110 | $49.8M | $1.3M |
| 6 | OBHG MANAGEMENT SERVICES, LLC OBHG 401(K) PLAN | GREENVILLE SC | 2,566 | $113.3M | $823K |
| 7 | STREAMLAND MEDIA LLC STREAMLAND MEDIA LLC 401(K) PLAN | LOS ANGELES CA | 1,086 | $57.6M | $711K |
| 8 | HUMANSCALE CORPORATION HUMANSCALE 401(K) PLAN | PISCATAWAY NJ | 697 | $67.5M | $606K |
| 9 | SUNESIS CONSTRUCTION COMPANY SUNESIS CONSTRUCTION COMPANY RETIREMENT SAVINGS PLAN | WEST CHESTER OH | 187 | $28.7M | $552K |
| 10 | BACKCOUNTRY.COM, LLC BACKCOUNTRY GROUP 401(K) PLAN | PARK CITY UT | 1,119 | $43.6M | $542K |
