Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Pimco Income Fund Inst Mutual fund in their Schedule of Assets, totaling $14.9M 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 | GENSLER GENSLER 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 3,991 | $717.2M | $8.6M |
| 2 | BASS MEDICAL GROUP, INC. BASS MEDICAL GROUP 401(K) PLAN I | WALNUT CREEK CA | 999 | $160.0M | $1.5M |
| 3 | ARLINGTON INDUSTRIES, INC. ARLINGTON INDUSTRIES, INC. 401(K) SAVINGS PLAN |
SCRANTON PA |
| 470 |
| $33.8M |
| $1.3M |
| 4 | BAPTIST HEALTH CARE CORPORATION BAPTIST HEALTH CARE, INC. RETIREMENT SAVINGS 403(B) PLAN | PENSACOLA FL | 5,316 | $298.0M | $1.1M |
| 5 | POSITIVE BEGINNINGS, INC. POSITIVE BEGINNINGS, INC. PROFIT SHARING PLAN | FLUSHING NY | 154 | $17.4M | $459K |
| 6 | CLARK, PARTINGTON, HART, LARRY, BOND & STACKHOUSE, P.A CLARK, PARTINGTON, HART & HART EMPLOYEES PROFIT SHARING PLAN & TRUST | PENSACOLA FL | 81 | $29.2M | $385K |
| 7 | NORTHEAST ARC, INC. NORTHEAST ARC 403(B)PLAN | DANVERS MA | 310 | $23.0M | $279K |
| 8 | FIDELITY DEPOSIT & DISCOUNT BANK FIDELITY DEPOSIT & DISCOUNT BANK PROFIT SHARING PLAN | SCRANTON PA | 288 | $27.9M | $254K |
| 9 | BAPTIST HEALTH VENTURES, INC. BAPTIST HEALTH CARE CORPORATION RETIREMENT SAVINGS 401(K) PLAN | PENSACOLA FL | 472 | $34.8M | $210K |
| 10 | FULLSTEAM PERSONNEL LLC FULLSTEAM PERSONNEL LLC 401(K) PLAN | AUBURN AL | 1,462 | $61.8M | $187K |
