Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Pimco Income Fund Instl Cl " in their Schedule of Assets, totaling $1.7M 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 | TRILOGY MANAGEMENT SERVICES, LLC TRILOGY MANAGEMENT SERVICES, LLC RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 13,844 | $193.7M | $1.6M |
| 2 | JEG'S AUTOMOTIVE, LLC JEG'S GROUP EMPLOYEES 401(K) PROFIT SHARING PLAN | DELAWARE OH | 354 | $20.3M | $74K |
| 3 | BENTALLGREENOAK (U.S.), LIMITED PARTNERSHIP |
SEATTLE WA |
| 243 |
| $58.8M |
| $60K |
| 4 | NFA CORPORATION NFA CORPORATION 401(K) PROTECTION AND SAVINGS PLAN | CUMBERLAND RI | 186 | $11.4M | $23K |
