Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Income Fund Institutional N/R in their Schedule of Assets, totaling $1.1M 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 | CLIMATEC, LLC CLIMATEC EMPLOYEE SAVINGS PLAN | PHOENIX AZ | 1,229 | $118.4M | $863K |
| 2 | TRIOSIM CORPORATION TRIOSIM CORPORATION 401(K) PLAN | APPLETON WI | 396 | $12.7M | $243K |
| 3 | COLVILLE/BROOKS RANGE SUPPLY COLVILLE/BROOKS RANGE SUPPLY 401K PLAN |
PRUDHOE BAY AK |
| 227 |
| $22.7M |
| $5K |
