Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding PIMCO Income Fund Institutional Class Pooled Separate Account in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OLYMPUS HOLDINGS, LLC OLYMPUS HOLDINGS, LLC & AFFILIATES 401(K) PLAN | MORRISTOWN NJ | 139 | $31.6M | $890K |
| 2 | JACQUES MORET, INC. JACQUES MORET, INC. 401(K) PLAN AND TRUST | NEW YORK NY | 235 | $42.8M | $546K |
| 3 | SABINE, BANCSHARES, INC. SABINE BANCSHARES, INC. 401(K) PLAN |
MANY LA |
| 365 |
| $20.1M |
| $167K |
| 4 | URBAN COMMUNITY SCHOOL URBAN COMMUNITY SCHOOL 401(K) PLAN | CLEVELAND OH | 146 | $5.6M | $106K |
| 5 | GODFREY & WING, LLC GODFREY & WING, LLC RETIREMENT SAVINGS PLAN | AURORA OH | 110 | $4.2M | $39K |
