Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Pimco Income Fund ‐ Instl Mutual Fund in their Schedule of Assets, totaling $346K 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 | WILLAMETTE COMMUNITY HEALTH SOLUTIONS D/B/A CASCADE HEALTH CASCADE HEALTH 401(K) RETIREMENT PLAN | EUGENE OR | 253 | $16.8M | $80K |
| 2 | S. R. BRAY LLC POWER PLUS 401(K) PLAN | ANAHEIM CA | 586 | $31.8M | $76K |
| 3 | FABUWOOD CABINETRY CORP. FABUWOOD CABINETRY CORP 401(K) PROFIT SHARING PLAN |
NEWARK NJ |
| 889 |
| $9.8M |
| $65K |
| 4 | HEALTH PRIME INTERNATIONAL LLC HPI 401(K) PLAN | OXON HILL MD | 255 | $27.4M | $62K |
| 5 | AVANIA, LLC AVANIA 401(K) RETIREMENT PLAN | MARLBOROUGH MA | 138 | $19.5M | $62K |
