Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO Income Fund Institutional Class Interest in registered investment companies xx in their Schedule of Assets, totaling $1.2M 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 | SHIFT4 PAYMENTS, LLC SHIFT4 401(K) PLAN | CENTER VALLEY PA | 3,325 | $94.9M | $443K |
| 2 | URBAN ONE, INC. URBAN ONE, INC. EMPLOYEE RETIREMENT PLAN | SILVER SPRING MD | 1,526 | $84.6M | $442K |
| 3 | SAVAL FOODS, LLC SAVAL FOODS, LLC 401(K) PLAN | ELKRIDGE |
| 278 |
| $15.9M |
| $287K |
| 4 | DYNAMIC SERVICE SOLUTIONS, LLC DYNAMIC SERVICE SOLUTIONS 401(K) PLAN | OXON HILL MD | 438 | $5.6M | $3K |
