Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Pimco Income Fund Institutional Class n/a in their Schedule of Assets, totaling $17.0M 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 | COHERENT CORP. COHERENT CORP. 401(K) PROFIT SHARING PLAN | SAXONBURG PA | 4,242 | $1.2B | $14.2M |
| 2 | THE BUCKEYE RANCH THE BUCKEYE RANCH 401(K) PLAN | WHITEHALL OH | 503 | $19.6M | $1.1M |
| 3 | EAGLEBANK EAGLEBANK 401(K) PLAN | SILVER SPRING |
| 452 |
| $66.0M |
| $488K |
| 4 | UTILITY DATA CONTRACTORS, LLC UDC 401(K) RETIREMENT PLAN | ENGLEWOOD CO | 393 | $22.8M | $442K |
| 5 | THE BRUCE COMPANY OF WISCONSIN, INC. THE BRUCE COMPANY OF WISCONSIN, INC. PROFIT SHARING AND SAVINGS PLAN | MIDDLETON WI | 250 | $21.8M | $368K |
| 6 | ROBINDALE ENERGY SERVICES, INC. ROBINDALE ENERGY SERVICES 401(K) PLAN | LATROBE PA | 875 | $70.6M | $217K |
| 7 | AMERICAN INTERNATIONAL RELOCATION SOLUTIONS, LLC AIRES 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 612 | $52.9M | $83K |
| 8 | SMART MOTORS, INC. SMART MOTORS, INC. 401(K) SAVINGS PLAN | MADISON WI | 229 | $6.6M | $69K |
| 9 | GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO GOODWILL INDUSTRIES OF SOUTH CENTRAL OHIO 403B PLAN | CHILLICOTHE OH | 274 | $1.3M | $29K |
| 10 | ADVANCED EAR NOSE & THROAT SPECIALISTS, S.C. ADVANCED EAR NOSE & THROAT SPECIALISTS, S.C. PROFIT SHARING 401(K) PLAN | MILWAUKEE WI | 300 | $14.2M | $5K |
