Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding PIMCO Income Fund Registered investment company in their Schedule of Assets, totaling $161.5M 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 | BD OF TRUSTEES, UPS LOCAL 177, IBT MULTI EMPLOYER RETIREMENT PLAN UNITED PARCEL SERVICE, INC. LOCAL 177, I.B.T MULTI-EMPLOYER RETIREMENT PLAN | ATLANTA GA | 4,753 | $2.0B | $126.8M |
| 2 | INTERNATIONAL UNION OF BRICKLAYERS & ALLIED CRAFTWORKERS INTERNATIONAL UNION OF BRICKLAYERS & ALLIED CRAFTWORKERS MASTER TRUST | WASHINGTON DC | — | $355.2M | $17.5M |
| 3 |
RICHMOND HTS OH |
| 0 |
| $30.9M |
| $5.7M |
| 4 | TRILON GROUP HOLDINGS, LLC TRILON GROUP RETIREMENT SAVINGS PLAN | DENVER CO | 2,909 | $257.8M | $2.2M |
| 5 | R.A JONES & CO. INC. R.A. JONES & CO. INC. COMPANY FUNDED DEFINED BENEFIT PLAN | COVINGTON KY | 59 | $12.6M | $1.5M |
| 6 | R.A JONES & CO. INC. PACKAGING TECHNOLOGIES PENSION PLAN FOR HOURLY EMPLOYEES | DAVENPORT IA | 18 | $8.9M | $1.4M |
| 7 | BUYERS EDGE PLATFORM OPCO, LLC BUYERS EDGE PLATFORM 401(K) PLAN | WALTHAM MA | 994 | $69.6M | $1.3M |
| 8 | INTERFOR U.S. INC. INTERFOR U.S. 401(K) PLAN | — | 2,152 | $115.6M | $1.2M |
| 9 | MENDOCINO FOREST PRODUCTS CO., LLC, ET AL MENDO GROUP SAVINGS AND PROFIT SHARING PLAN | CALPELLA CA | 932 | $89.3M | $984K |
| 10 | PEDIATRIC ASSOCIATES HOLDING COMPANY PEDIATRIC ASSOCIATES EMPLOYEE SAVINGS & RETIREMENT PLAN | PLANTATION FL | 2,919 | $132.4M | $971K |
