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 Mutual fund N/A in their Schedule of Assets, totaling $2.3M 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 | TOLMAR, INC. TOLMAR, INC. 401(K) SAVINGS & RETIREMENT PLAN | FORT COLLINS CO | 1,008 | $162.8M | $1.6M |
| 2 | COUNTRY CLUB BANK CCB 401(K) RETIREMENT PLAN | KANSAS CITY MO | 424 | $76.2M | $310K |
| 3 | CHESAPEAKE NURSERIES, INC. CHESAPEAKE NURSERIES, INC. 401(K) PROFIT SHARING PLAN |
SALISBURY MD |
| 49 |
| $6.5M |
| $277K |
| 4 | NORTHERN PLAINS RAILROAD, INC. NORTHERN PLAINS RAILROAD, INC. 401(K) PROFIT SHARING PLAN | FORDVILLE ND | 179 | $8.9M | $55K |