Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Pimco Income Fund Instl Cl Mutual funds in their Schedule of Assets, totaling $66.1M 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 | AMERICAN FINANCIAL GROUP, INC. AMERICAN FINANCIAL GROUP 401K RETIREMENT AND SAVINGS PLAN | CINCINNATI OH | 7,790 | $2.3B | $19.4M |
| 2 | ALBEMARLE CORPORATION ALBEMARLE CORPORATION RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 2,139 | $960.9M | $13.1M |
| 3 | DIEBOLD NIXDORF, INCORPORATED |
NORTH CANTON OH |
| 3,499 |
| $571.5M |
| $12.1M |
| 4 | LITHIA MOTORS, INC. LITHIA MOTORS, INC. 401(K) PLAN | MEDFORD OR | 23,444 | $1.0B | $7.8M |
| 5 | CJK GROUP, INC. CJK GROUP 401(K) RETIREMENT PLAN | BRAINERD MN | 3,442 | $256.9M | $7.6M |
| 6 | RIEMER & BRAUNSTEIN LLP RIEMER & BRAUNSTEIN LLP 401K AND PROFIT SHARING PLAN | BOSTON MA | 146 | $87.6M | $2.1M |
| 7 | TRANSCAT, INC. TRANSCAT, INC. LONG-TERM SAVINGS AND DEFERRED PS PLAN | ROCHESTER NY | 981 | $60.5M | $1.4M |
| 8 | LA-Z-BOY INCORPORATED LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN | MONROE MI | 6,609 | $351.3M | $1.1M |
| 9 | TAWA SUPERMARKET, INC. TAWA SUPERMARKET, INC. 401(K) PLAN | BUENA PARK CA | 7,581 | $193.4M | $601K |
| 10 | TEAM BRANDT, LLC TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN | SPRINGFIELD IL | 678 | $88.0M | $348K |
