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 Pooled separate account in their Schedule of Assets, totaling $1.6M 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 | ENE. SYSTEMS INC. ENE SYSTEMS INC. PROFIT SHARING PLAN | CANTON MA | 272 | $33.3M | $925K |
| 2 | NELSON BROTHERS, INC. NELSON BROTHERS, INC. EMPLOYEE CAPITAL ACCUMULATION 401(K) PLAN | BIRMINGHAM AL | 489 | $54.8M | $606K |
| 3 | OSA INTERNATIONAL, INC. OSA INTERNATIONAL, INC. 401(K) PLAN |
WOODDALE IL |
| 142 |
| $11.8M |
| $78K |
