Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding PIMCO Income Fund Pooled separate account - in their Schedule of Assets, totaling $7.8M 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 | HALREC, INC. DBA STEVENS CREEK TOYOTA AMC 401(K) PLAN | SAN JOSE CA | 822 | $36.3M | $1.4M |
| 2 | CRS, INC. CRS, INC. 401K PROFIT SHARING PLAN | ATLANTA GA | 174 | $36.1M | $1.3M |
| 3 | OLSSON INDUSTRIAL ELECTRIC, INC. OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN |
SPRINGFIELD OR |
| 403 |
| $52.4M |
| $917K |
| 4 | CARY STREET PARTNERS FINANCIAL LLC CARY STREET PARTNERS FINANCIAL LLC 401(K) PLAN | RICHMOND VA | 161 | $21.6M | $570K |
| 5 | MDBS, INC. SALARIED MDBS SALARIED 401(K) PLAN | AURORA IL | 116 | $7.4M | $495K |
| 6 | ORG CHEM GROUP, LLC ORG CHEM GROUP, LLC 401(K) PLAN | EVANSVILLE IN | 122 | $12.6M | $476K |
| 7 | MCDONALD WHOLESALE LLC MCDONALD WHOLESALE LLC 401(K) PLAN | EUGENE OR | 217 | $16.3M | $437K |
| 8 | POWER & CONSTRUCTION GROUP, INC. POWER & CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN | SCOTTSVILLE NY | 321 | $20.5M | $304K |
| 9 | PRODUCERS MIDSTREAM MANAGEMENT, LLC PRODUCERS MIDSTREAM MANAGEMENT 401(K) PLAN | DALLAS TX | 146 | $12.9M | $247K |
| 10 | LTC PHARMACY MANAGEMENT, LLC LTC PHARMACY MANAGEMENT, LLC 401(K) PLAN | ALEXANDRIA LA | 196 | $10.8M | $224K |
