Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding PIMCO Income Funds PIMCO INCOME INSTL in their Schedule of Assets, totaling $25K 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 | THOMA BRAVO, L.P. THOMA BRAVO 401(K) PLAN | CHICAGO IL | 185 | $40.7M | $25K |
