Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 133 U.S. retirement plans report holding Pimco Income Fund, Institutional Class Mutual fund in their Schedule of Assets, totaling $152.2M 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 | ANYWHERE REAL ESTATE GROUP LLC ANYWHERE REAL ESTATE GROUP LLC EMPLOYEE SAVINGS PLAN | MADISON NJ | 7,548 | $1.0B | $32.8M |
| 2 | SS&C TECHNOLOGIES, INC SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN | WINDSOR CT | 11,166 | $1.8B | $23.0M |
| 3 | JABIL, INC. JABIL 401(K) RETIREMENT PLAN |
ST. PETERSBURG FL |
| 10,610 |
| $1.3B |
| $16.9M |
| 4 | SS&C GIDS, INC. DST SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | WINDSOR CT | 2,581 | $1.1B | $16.3M |
| 5 | TUFTS MEDICINE, INC. TUFTS MEDICINE, INC. 403(B) RETIREMENT PLAN | BURLINGTON MA | 11,129 | $991.9M | $7.7M |
| 6 | BJ'S WHOLESALE CLUB INC BJ'S WHOLESALE CLUB, INC. 401(K) SAVINGS PLAN | MARLBOROUGH MA | 34,191 | $661.1M | $5.5M |
| 7 | NEXANS USA INC. NEXANS USA INC. SALARIED AND HOURLY PENSION PLAN | GOOSE CREEK SC | 3 | $37.1M | $3.7M |
| 8 | J.B. HUNT TRANSPORT SERVICES, INC. J.B. HUNT TRANSPORT SERVICES, INC. EMPLOYEE RETIREMENT PLAN | LOWELL AR | 34,171 | $1.4B | $3.4M |
| 9 | J.D. POWER J.D. POWER 401(K) PLAN | TROY MI | 886 | $240.1M | $2.2M |
| 10 | ADVENT INTERNATIONAL L.P. ADVENT INTERNATIONAL L.P. EMPLOYEES' PROFIT-SHARING RETIREMENT PLAN | BOSTON MA | 299 | $117.9M | $1.7M |
