Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding PIMCO Income Fund Inst Pooled separate account in their Schedule of Assets, totaling $5.5M 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 | ACENTRA HEALTH, LLC ACENTRA HEALTH RETIREMENT PLAN | MCLEAN VA | 2,661 | $164.7M | $1.3M |
| 2 | GEOLOGIC ASSOCIATES GEOLOGIC ASSOCIATES 401K PROFIT SHARING PLAN | ONTARIO CA | 302 | $88.1M | $891K |
| 3 | GENERAL DATA COMPANY INC. GENERAL DATA COMPANY INC. 401(K) PROFIT SHARING PLAN |
CINCINNATI OH |
| 258 |
| $18.3M |
| $863K |
| 4 | TWIN CITY HARDWARE COMPANY TWIN CITY HARDWARE COMPANY 401(K) SAVINGS PLAN AND TRUST | OAKDALE MN | 255 | $33.4M | $644K |
| 5 | SAN JOAQUIN REFINING COMPANY, INC. SAN JOAQUIN REFINING COMPANY 401K PLAN | BAKERSFIELD CA | 131 | $36.2M | $243K |
| 6 | THERAPEUTIC MANAGEMENT SERVICES, INC. CLINICAL ASSOCIATES OF THE FINGER LAKES 401(K) PLAN | VICTOR NY | 111 | $7.9M | $233K |
| 7 | DENHAM-BLYTHE CO., INC. DENHAM-BLYTHE CO., INC. 401(K) PROFIT SHARING PLAN | LEXINGTON KY | 197 | $17.9M | $193K |
| 8 | AURORA PHARMACEUTICAL, INC. STROBEL WERNER GROUP RETIREMENT PLAN | NORTHFIELD MN | 135 | $11.2M | $178K |
| 9 | NATIONAL MANUFACTURING CO., INC. NATIONAL MANUFACTURING SAVINGS AND RETIREMENT PLAN | PISCATAWAY NJ | 240 | $6.3M | $161K |
| 10 | VIBRANT TECHNOLOGIES, INC. VIBRANT TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | EDEN PRAIRIE MN | 104 | $6.1M | $159K |
