Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Pimco Income Fund Institutional Mutual fund in their Schedule of Assets, totaling $19.8M 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 | ANESTHESIA ASSOCIATES OF KANSAS CITY, P.A. ANESTHESIA ASSOCIATES OF KANSAS CITY, P.A. 401(K) PROFIT SHARING PLAN | OVERLAND PARK KS | 239 | $180.7M | $3.8M |
| 2 | IBEW UNION LOCAL 129 IBEW LOCAL 129 PENSION FUND PENSION PLAN | TROY MI | 314 | $122.7M | $3.2M |
| 3 | MID-ATLANTIC NEPHROLOGY ASSOCIATES |
BALTIMORE MD |
| 123 |
| $76.4M |
| $2.6M |
| 4 | CORGAN ASSOCIATES, INC. CORGAN ASSOCIATES, INC. 401(K) PLAN | DALLAS TX | 1,046 | $122.8M | $2.4M |
| 5 | CAHHS HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN | SACRAMENTO CA | 113 | $62.8M | $1.7M |
| 6 | ADVISOR360 ADVISOR360 401(K) P/S PLAN | WESTON MA | 422 | $96.6M | $888K |
| 7 | GREENWAY HEALTH, LLC GREENWAY HEALTH 401(K) PLAN | TAMPA FL | 645 | $106.0M | $749K |
| 8 | ON 24, INC ON 24, INC 401(K) PLAN | SAN FRANCISCO CA | 386 | $59.4M | $575K |
| 9 | NIELSEN BUILDERS INC EMPLOYEE STOCK OWNERSHIP SAVINGS PLAN NIELSEN BUILDERS INC EMPLOYEE STOCK OWNERSHIP SAVINGS PLAN | HARRISONBURG VA | 81 | $18.2M | $548K |
| 10 | PORTER SCOTT, A PROFESSIONAL CORPORATION PORTER SCOTT, APC 401(K) PLAN | SACRAMENTO CA | 97 | $23.8M | $492K |
