Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding PIMCO Income Fund; Institutional Class Registered investment company in their Schedule of Assets, totaling $54.1M 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 | MAXAR TECHNOLOGIES INC. MAXAR 401(K) PROFIT SHARING PLAN | WESTMINSTER CO | 4,259 | $1.0B | $14.8M |
| 2 | MAXAR TECHNOLOGIES INC. MAXAR 401(K) PROFIT SHARING PLAN | WESTMINSTER CO | 3,162 | $1.3B | $14.7M |
| 3 | CADWALADER, WICKERSHAM & TAFT LLP CADWALADER, WICKERSHAM & TAFT LLP DEFINED CONTRIBUTION PLAN |
NEW YORK NY |
| 625 |
| $516.9M |
| $5.3M |
| 4 | PHELPS DUNBAR, LLP PHELPS DUNBAR, LLP SAVINGS AND RETIREMENT PLAN | NEW ORLEANS LA | 727 | $294.9M | $3.1M |
| 5 | AXEL JOHNSON INC. AXEL JOHNSON INC. THRIFT AND DEFINED CONTRIBUTION PLAN | STAMFORD CT | 871 | $195.3M | $3.0M |
| 6 | RELIANCE STANDARD LIFE INSURANCE COMPANY RELIANCE STANDARD LIFE INSURANCE COMPANY RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 2,708 | $353.8M | $2.0M |
| 7 | WHEELS, LLC WHEELS, LLC RETIREMENT SAVINGS PLAN | DES PLAINES IL | 1,976 | $269.5M | $1.6M |
| 8 | CONFLUENT MEDICAL TECHNOLOGIES CONFLUENT MEDICAL TECHNOLOGIES 401(K) PLAN | FREMONT CA | 836 | $95.5M | $1.6M |
| 9 | CATTERTON MANAGEMENT COMPANY, LLC CATTERTON MANAGEMENT COMPANY LLC 401(K) PLAN | GREENWICH CT | 243 | $61.7M | $1.5M |
| 10 | ROLLER BEARING CO OF AMERICA, INC. ROLLER BEARING COMPANY OF AMERICA 401(K) PLAN | OXFORD CT | 3,247 | $280.4M | $1.1M |
