Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Pimco Income Fund n/a in their Schedule of Assets, totaling $3.3M 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 | OPPORTUNITY BANK OF MONTANA OPPORTUNITY BANK OF MONTANA PROFIT SHARING PLAN & TRUST | HELENA MT | 369 | $40.0M | $1.2M |
| 2 | SESAC RIGHTS MANAGEMENT INC. SESAC RIGHTS MANAGEMENT INC. SAVINGS PLAN | NASHVILLE TN | 373 | $61.4M | $619K |
| 3 | THE GREAT LAKES BREWING CO. |
CLEVELAND OH |
| 195 |
| $18.4M |
| $589K |
| 4 | THE POKAGON GAMING AUTHORITY D/B/A FOUR WINDS CASINO RESORT FOUR WINDS CASINO RESORT 401(K) RETIREMENT SAVINGS PLAN | NEW BUFFALO MI | 2,650 | $110.9M | $352K |
| 5 | OPUS PACKAGING GROUP, INC. OPUS PACKAGING GROUP, INC. 401(K) PROFIT SHARING PLAN | CALEDONIA MI | 637 | $29.5M | $327K |
| 6 | KUDZU FABRICS, INC. THE KUDZU FABRICS, INC. 401(K) & PROFIT SHARING PLAN | ROSWELL GA | 206 | $7.8M | $151K |
| 7 | THE ARBOR CIRCLE CORPORATION ARBOR CIRCLE RETIREMENT PLAN | GRAND RAPIDS MI | 315 | $7.6M | $67K |
| 8 | ADAGIO HEALTH, INC. ADAGIO HEALTH, INC. 403(B) PLAN | PITTSBURGH PA | 239 | $3.3M | $33K |
| 9 | HUSKEY TRUSS & BUILDING SUPPLY, INC. HUSKEY TRUSS & BUILDING SUPPLY, INC. PROFIT SHARING PLAN | FRANKLIN TN | 323 | $10.9M | $5K |
