Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Income Fund Inst Cl Mutual fund in their Schedule of Assets, totaling $759K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PHE, INC. PHE, INC. EMPLOYEES 401(K) AND PROFIT SHARING PLAN AND TRUST | HILLSBOROUGH NC | 228 | $39.4M | $629K |
| 2 | PORT WASHINGTON STATE BANK PORT WASHINGTON STATE BANK EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | PORT WASHINGTON WI | 111 | $22.9M | $119K |
| 3 | NOBIS WORKS, INC. |
MARIETTA GA |
| 122 |
| $4.3M |
| $11K |
