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 in their Schedule of Assets, totaling $17.5M 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 | BOARD OF TRUSTEES OF U.A. LOCAL NO. 159 PENSION TRUST U. A. LOCAL NO. 159 DEFINED BENEFIT PLAN | DUBLIN CA | 234 | $125.4M | $12.0M |
| 2 | NORTHERN CALIFORNIA SHEET METAL WORKERS HEALTH CARE PLAN NORTHERN CALIFORNIA SHEET METAL WORKERS HEALTH CARE PLAN | SAN RAMON CA | 996 | $43.8M | $2.3M |
| 3 | MILLER, COOPER & CO., LTD. |
DEERFIELD IL |
| 424 |
| $123.1M |
| $1.3M |
| 4 | COSTAFF SERVICES, LLC COSTAFF 401(K) PLAN | ROYAL OAK MI | 1,768 | $65.6M | $1.1M |
| 5 | SUDENGA INDUSTRIES INC SUDENGA INDUSTRIES INC EMPLOYEES SAVINGS AND RETIREMENT PLAN | GEORGE IA | 191 | $14.9M | $321K |
| 6 | NOVO CONSTRUCTION, INC. NOVO CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | MENLO PARK CA | 209 | $28.1M | $279K |
| 7 | BITSIGHT TECHNOLOGIES, INC. BITSIGHT TECHNOLOGIES RETIREMENT TRUST | BOSTON MA | 385 | $43.7M | $160K |
| 8 | VZL STAFFING SERVICES, LLC VZL 401(K) PLAN | CHICAGO IL | 2,773 | $18.5M | $36K |
| 9 | JONES WALKER LLP JONES WALKER LLP PROFIT SHARING RETIREMENT PLAN | NEW ORLEANS LA | 646 | $474.3M | $27K |
| 10 | MIDWEST HEALTH SERVICES, INC. MIDWEST HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN | MASSILLION OH | 727 | $2.6M | $3K |
