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 Registered Investment Company in their Schedule of Assets, totaling $1.3M 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 | TRA-MINW, P.S. TRA-MINW, P.S. 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA WA | 480 | $171.8M | $1.1M |
| 2 | CASCADE EYE & SKIN CENTERS, P.C. CASCADE EYE & SKIN CENTERS, P.C. RETIREMENT PLAN | UNIVERSITY PLACE WA | 289 | $38.3M | $145K |
| 3 | WILMAR, LLC WILMAR, LLC 401(K) PROFIT SHARING PLAN |
KENT WA |
| 141 |
| $8.1M |
| $32K |
| 4 | SWEET VIRGINIA CARE, LLC SWEET VIRGINIA CARE, LLC 401(K) PLAN | ASHBURN VA | 531 | $2.1M | $3K |
