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 N/R in their Schedule of Assets, totaling $1.6M 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 | ZOOMINFO TECHNOLOGIES LLC ZOOMINFO 401(K) PLAN | VANCOUVER WA | 2,634 | $188.4M | $706K |
| 2 | PORCH.COM, INC. PORCH 401(K) PLAN | SEATTLE WA | 687 | $37.9M | $525K |
| 3 | COMPASS HEALTHCARE PLC COMPASS HEALTHCARE PLC 401(K) PROFIT SHARING PLAN & TRUST |
EAST LANSING MI |
| 277 |
| $30.5M |
| $399K |
| 4 | SEASONS HEALTHCARE MANAGEMENT, INC. SEASONS HOSPICE, INC. 401(K) PLAN | DALLAS TX | 63 | $3.9M | $10K |
