Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Pimco Income Fund Institutional Class Mutual Funds in their Schedule of Assets, totaling $7.7M 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 | SAILPOINT TECHNOLOGIES, INC. SAILPOINT TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN AND TRUST | AUSTIN TX | 1,592 | $195.1M | $1.7M |
| 2 | FLEXPRINT, LLC FLEX TECHNOLOGY GROUP 401(K) PROFIT SHARING PLAN AND TRUST | MESA AZ | 1,257 | $113.5M | $1.5M |
| 3 | BELCAN, LLC BELCAN RETIREMENT SAVINGS PLAN |
BLUE ASH OH |
| 4,017 |
| $299.9M |
| $1.0M |
| 4 | SEQUOIA FINANCIAL GROUP, LLC SEQUOIA FINANCIAL GROUP, LLC 401(K) PLAN | AKRON OH | 295 | $34.4M | $981K |
| 5 | PENCOR SERVICES, INC. PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN | PALMERTON PA | 710 | $29.0M | $600K |
| 6 | CIRQUE DU SOLEIL HOLDING USA NEWCO INC. CIRQUE DU SOLEIL 401(K) RETIREMENT PLAN | — | 1,992 | $117.0M | $471K |
| 7 | SANTE HEALTH SYSTEMS, INC. SANTE HEALTH SYSTEM RETIREMENT PLAN | FRESNO CA | 868 | $35.5M | $459K |
| 8 | SAGAMORE PLUMBING & HEATING LLC SAGAMORE PLUMBING & HEATING LLC 401(K) PROFIT SHARING PLAN | HINGHAM MA | 94 | $15.5M | $399K |
| 9 | ENTISYS SOLUTIONS, INC. ENTISYS SOLUTIONS, INC. 401(K) PLAN | CONCORD CA | 216 | $25.8M | $207K |
| 10 | PENTELEDATA LIMITED PARTNERSHIP I PENTELEDATA LTD. PARTNERSHIP 401(K) SALARY REDUCTION PLAN | PALMERTON PA | 252 | $7.1M | $123K |
