Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 144 U.S. retirement plans report holding Pimco Income Fund Mutual fund in their Schedule of Assets, totaling $121.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WINDSTREAM SERVICES LLC WINDSTREAM 401(K) PLAN | LITTLE ROCK AR | 8,623 | $1.3B | $16.9M |
| 2 | CARRIAGE FUNERAL HOLDINGS, INC. CARRIAGE SERVICES 401(K) PLAN | HOUSTON TX | 2,312 | $98.9M | $11.8M |
| 3 | MISSION INTERNAL MEDICAL GROUP, INC MISSION INTERNAL MEDICAL GROUP AMENDED PROFIT SHARING 401(K) PLAN |
MISSION VIEJO CA |
| 148 |
| $141.0M |
| $7.4M |
| 4 | TAPESTRY SOLUTIONS, INC TAPESTRY SOLUTIONS, INC. RETIREMENT PLAN | SAN DIEGO CA | 456 | $98.0M | $5.7M |
| 5 | BALON CORPORATION BALON CORPORATION 401(K) PLAN AND TRUST | OKLAHOMA CITY OK | 1,098 | $106.3M | $5.2M |
| 6 | ST. JUDE HERITAGE MEDICAL GROUP, A MEDICAL CORPORATION ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN | ANAHEIM CA | 376 | $332.7M | $4.8M |
| 7 | NCTA - THE INTERNET & TELEVISION ASSOCIATION NCTA 401(K) PLAN | WASHINGTON DC | 83 | $66.7M | $3.5M |
| 8 | MERIWEST CREDIT UNION MERIWEST CREDIT UNION 401K PLAN | SAN JOSE CA | 221 | $37.5M | $2.9M |
| 9 | RYAN LAWN & TREE, INC. RYAN LAWN & TREE, INC. SAVINGS PLAN | MERRIAM KS | 501 | $27.6M | $2.8M |
| 10 | BANKERS TRUST COMPANY BANKERS TRUST COMPANY 401(K) SAVINGS PLAN | DES MOINES IA | 610 | $111.5M | $2.6M |
