Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding PIMCO Income Fund Institutional Class Registered investment companies in their Schedule of Assets, totaling $229.5M 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 | BASF CORPORATION BASF CORPORATION SAVINGS PLAN MASTER TRUST | FLORHAM PARK NJ | — | $6.7B | $114.0M |
| 2 | BASF CORPORATION BASF CORPORATION RETIREMENT SAVINGS PLAN | FLORHAM PARK NJ | 11,393 | $6.3B | $108.3M |
| 3 | BASF CORPORATION BASF CORPORATION BARGAINING UNIT SAVINGS PLAN |
FLORHAM PARK NJ |
| 1,420 |
| $336.0M |
| $5.6M |
| 4 | COLUMBIA MACHINE, INC. COLUMBIA MACHINE, INC. RETIREMENT PLAN AND TRUST | VANCOUVER WA | 581 | $104.2M | $844K |
| 5 | MALWAREBYTES INC. MALWAREBYTES INC. RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 338 | $61.7M | $664K |
| 6 | HERITAGE COMPANIES, LLC HERITAGE 401(K) PLAN | DOWNEY CA | 772 | $34.2M | $57K |
| 7 | ANSWERNET, INC. ANSWERNET 401(K) SAVINGS PLAN | WILLOW GROVE PA | 642 | $2.1M | $6K |
