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 – in their Schedule of Assets, totaling $35.6M 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 | M. ARTHUR GENSLER JR. & ASSOCIATES, INC. GENSLER PROFIT SHARING PLAN | SAN FRANCISCO CA | 4,091 | $354.4M | $25.4M |
| 2 | CATHOLIC HEALTHCARE TRUST CATHOLIC MEDICAL CENTER PENSION PLAN | MANCHESTER NH | 352 | $221.3M | $5.1M |
| 3 | GOVERNING COMM OF THE ASSOC OF IND COLLEGE AND UNIV OF OHIO MEP |
COLUMBUS OH |
| 2,140 |
| $480.4M |
| $4.2M |
| 4 | PFEIFFER UNIVERSITY PFEIFFER UNIVERSITY RETIREMENT PLAN | MISENHEIMER NC | 164 | $32.0M | $328K |
| 5 | STAX, LLC STAX LLC 401(K) PROFIT SHARING PLAN | BOSTON MA | 131 | $20.6M | $170K |
| 6 | LITTLE RED SCHOOL HOUSE LREI RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 183 | $57.4M | $155K |
| 7 | ELIE TAHARI, LTD TAHARI LTD. EMPLOYEE SAVINGS PLAN AND TRUST | MILLBURN NJ | 104 | $14.8M | $74K |
| 8 | GEMMA SERVICES GEMMA SERVICES 403B PLAN | PLYMOUTH MEETING PA | 491 | $18.3M | $61K |
| 9 | ALL AMERICAN WINDOWS AND DOORS - BTP, LLC ALL AMERICAN WINDOWS AND DOORS 401(K) PLAN | FORT LAUDERDALE FL | 112 | $2.1M | $33K |
| 10 | THE EPISCOPAL ACADEMY THE EPISCOPAL ACADEMY 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN | NEWTOWN SQUARE PA | 357 | $42.7M | $32K |
