Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 62 U.S. retirement plans report holding Pimco Income Fund in their Schedule of Assets, totaling $158.5M 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 | SAP AMERICA, INC. SAP AMERICA, INC. 401(K) PLAN | NEWTOWN SQUARE PA | 16,587 | $8.1B | $54.7M |
| 2 | BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LUMBER SOUTHERN CALIFORNIA LUMBER INDUSTRY RETIREMENT FUND | LOS ANGELES CA | 916 | $204.7M | $23.8M |
| 3 | BRICKLAYERS AND TROWEL TRADES INTERNATIONAL PENSION FUND |
WASHINGTON DC |
| 21,266 |
| $265.3M |
| $20.0M |
| 4 | NELSON IRRIGATION CORPORATION NELSON IRRIGATION CORPORATION 401(K) AND PROFIT SHARING PLAN | WALLA WALLA WA | 193 | $111.7M | $9.8M |
| 5 | HAJOCA CORPORATION EMPLOYEES RETIREMENT PLAN OF HAJOCA CORPORATION | LAFAYETTE HILL PA | 5,164 | $483.0M | $8.3M |
| 6 | JT. BOARD OF TRUSTEES - CMTA-GMPP & ALLIED WORKERS LOCAL 164B PENSION CMTA-GMPP & ALLIED WORKERS LOCAL 164B PENSION TRUST | PLEASANTON CA | 100 | $112.1M | $7.0M |
| 7 | BD OF TTE OF PLUM & PIPE LU NO. 74 PIPEFITTERS LU NO. 74 ANNUITY FUND PLUMBERS & PIPEFITTERS LU NO. 74 ANNUITY FUND | WILMINGTON DE | 986 | $98.6M | $4.4M |
| 8 | TRIANGLE CHEMICAL COMPANY TRIANGLE CHEMICAL PROFIT SHARING 401(K) PLAN | MACON GA | 242 | $56.4M | $3.7M |
| 9 | IMPERIAL OPTICAL MIDCO INC. KEPLR VISION 401(K) PLAN | BLOOMINGTON IL | 2,840 | $83.0M | $2.4M |
| 10 | GROUPER ACQUISITION COMPANY, LLC D/B/A SHILOH INDUSTRIES NON-UNION EMPLOYEES 401(K) PLAN | AUBURN HILLS MI | 1,313 | $148.4M | $2.3M |
