Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Pimco Income Fund Registered investment companies in their Schedule of Assets, totaling $4.1M 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 | EVERFOX HOLDINGS LLC EVERFOX HOLDINGS LLC 401(K) RETIREMENT PLAN | HERNDON VA | 787 | $122.7M | $1.6M |
| 2 | WHITE MOTOR CORPORATION RETIREE BENEFIT TRUST C/O BENEFIT ADMIN. SERVI VOLUNTARY BENEFITS PLAN FOR RETIRED EMPLOYEES OF WHITE MOTOR CORPORATION | RICHMOND HTS OH | 0 | $8.3M | $1.5M |
| 3 | CHILD GUIDANCE RESOURCE CENTERS |
HAVERTOWN PA |
| 277 |
| $14.2M |
| $821K |
| 4 | MATERNE NORTH AMERICA CORP. MATERNE NORTH AMERICA 401(K) RETIREMENT PLAN | NEW YORK NY | 973 | $50.9M | $201K |
