Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 455 U.S. retirement plans report holding Pimco Income Fund Instl in their Schedule of Assets, totaling $128.9M 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 | IMEG CONSULTANTS CORP. IMEG 401(K) PLAN | ROCK ISLAND IL | 2,497 | $380.2M | $12.2M |
| 2 | TOYODA GOSEI NORTH AMERICA CORP. TOYODA GOSEI 401(K) PLAN | TROY MI | 4,336 | $371.1M | $3.5M |
| 3 | ORTHOCONNECTICUT, PLLC ORTHOCONNECTICUT, PLLC EMPLOYEES 401(K) PROFIT SHARING PLAN |
DANBURY CT |
| 189 |
| $63.1M |
| $3.2M |
| 4 | BOWERS AND KUBOTA CONSULTING BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN | WAIPAHU HI | 284 | $59.5M | $2.8M |
| 5 | LARSON GROSS P.L.L.C. LARSON GROSS P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST | BELLINGHAM WA | 0 | $0 | $2.3M |
| 6 | CENTRAL BANCOMPANY CENTRAL BANCOMPANY TAX REDUCTION THRIFT 401(K) PLAN | JEFFERSON CITY MO | 2,893 | $400.7M | $2.1M |
| 7 | INOVAR PACKAGING GROUP, LLC INOVAR PACKAGING GROUP, LLC 401K PROFIT SHARING PLAN | IRVING TX | 743 | $40.3M | $2.0M |
| 8 | RADWARE INC RADWARE INC 401K PLAN | MAHWAH NJ | 134 | $25.6M | $2.0M |
| 9 | KEARNEY & COMPANY, P.C. KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN | ALEXANDRIA VA | 1,027 | $116.1M | $1.9M |
| 10 | ATS CORPORATION ATS CORPORATION 401K RETIREMENT | LEWIS CENTER OH | 1,471 | $175.4M | $1.9M |
