Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Income Fund; Institutional Class Mutual Fund (1) in their Schedule of Assets, totaling $999K 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 | ORTHOPEDIC SPECIALISTS OF NORTH AMERICA, PLLC ORTHOARIZONA RETIREMENT PLAN | PHOENIX AZ | 959 | $90.2M | $681K |
| 2 | DIETZ & WATSON, INC. DIETZ & WATSON, INC. DEFERRED SALARY SAVINGS PLAN | PHILADELPHIA PA | 610 | $43.2M | $314K |
| 3 | DIETZ & WATSON, INC. DW LOGISTICS LOCAL 152 401(K) PLAN |
PHILADELPHIA PA |
| 117 |
| $1.6M |
| $4K |
