Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Pimco Income Fund Mutual funds in their Schedule of Assets, totaling $24.5M 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 | EMPIRICAL TECHNOLOGY, INC. EMPIRICAL 401(K) AND PROFIT SHARING PLAN | DAKOTA DUNES SD | 1,238 | $84.0M | $10.4M |
| 2 | REFINITIV US LLC LSEGH, INC. 401(K) PLAN | NEW YORK NY | 2,332 | $1.1B | $7.4M |
| 3 | EPPSTEIN UHEN ARCHITECTS, INC. EPPSTEIN UHEN ARCHITECTS, INC. 401K SAVINGS PLAN |
MILWAUKEE WI |
| 265 |
| $50.8M |
| $1.6M |
| 4 | MORE CONSULTING CORP. MORE CONSULTING CORP. 401(K) PROFIT SHARING PLAN | YAPHANK NY | 63 | $6.7M | $1.1M |
| 5 | SUZANNA'S KITCHEN, INC. SUZANNA'S KITCHEN , INC., EMPLOYEE STOCK OWNERSHIP PLAN | DULUTH GA | 288 | $111.2M | $854K |
| 6 | OB/GYN SPECIALISTS OF THE PALM BEACHES II, LLC OB/GYN SPECIALISTS OF THE PALM BEACHES II, LLC, 401(K) PROFIT SHARING PLAN AND TRUST | BOCA RATON FL | 220 | $40.3M | $663K |
| 7 | MASON, BRUCE & GIRARD, INC. MASON, BRUCE & GIRARD, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | PORTLAND OR | 77 | $10.2M | $500K |
| 8 | SITELOGIQ, INC SITELOGIQ, INC. 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 477 | $44.6M | $425K |
| 9 | SAIL ENERGY, LLC SAIL ENERGY 401(K) PLAN | PORTSMOUTH NH | 199 | $7.7M | $417K |
| 10 | BEVERLY ANESTHESIOLOGY, INC. BEVERLY ANESTHESIOLOGY, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 169 | $33.3M | $231K |
