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 Fund Mutual Fund in their Schedule of Assets, totaling $35.5M 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 | BOARD OF TRUSTEES OF THE OFFICE AND PROFESSIONAL EMPLOYEES PENSION TR OFFICE AND PROFESSIONAL EMPLOYEE PENSION TRUST FUND | DUBLIN CA | 207 | $204.4M | $17.7M |
| 2 | NAES CORPORATION NAES CORPORATION RETIREMENT & 401(K) PLAN | ISSAQUAH WA | 2,201 | $643.7M | $8.3M |
| 3 | NIKOLA CORPORATION |
TEMPE AZ |
| 946 |
| $58.1M |
| $3.5M |
| 4 | SOUTH FLORIDA PBS, INC SOUTH FLORIDA PBS, INC. RETIREMENT PLAN | BOYNTON BEACH FL | 15 | $14.4M | $2.2M |
| 5 | NAES CORPORATION NAES CORPORATION CORPORATE RETIREMENT AND 401(K) PLAN | ISSAQUAH WA | 360 | $112.4M | $1.7M |
| 6 | BOARD OF TRUSTEES, PIPE TRADES DISTRICT COUNCIL 36 PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND | ALAMEDA CA | 1,042 | $63.3M | $1.5M |
| 7 | ONCOLOGY/HEMATOLOGY CARE, INC. ONCOLOGY/HEMATOLOGY CARE, INC. DEFINED BENEFIT PLAN | CINCINNATI OH | 163 | $5.4M | $361K |
| 8 | EWING-FOLEY, INC. EWING-FOLEY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CUPERTINO CA | 101 | $24.1M | $223K |
| 9 | EDEN 403(B) RETIREMENT PLAN EDEN 403(B) RETIREMENT PLAN | CLEVELAND OH | 177 | $6.1M | $76K |
| 10 | TOYOTA OF SANTA MARIA TOYOTA & HONDA OF SANTA MARIA 401(K) PLAN & TRUST | SANTA MARIA CA | 276 | $14.1M | $9K |
