Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Pimco Income I2 Mutual Fund in their Schedule of Assets, totaling $10.1M 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 | JUSTICE RESOURCE INSTITUTE, INC. PENSION PLAN OF JUSTICE RESOURCE INSTITUTE, INC. | NEEDHAM MA | 1,921 | $168.0M | $6.2M |
| 2 | SIMPSON DOOR COMPANY SIMPSON EMPLOYEE SAVINGS PLAN | MCCLEARY WA | 250 | $83.4M | $2.0M |
| 3 | THE PEOPLE'S CREDIT UNION THE PEOPLE'S CREDIT UNION DEFINED BENEFIT PLAN AND TRUST |
MIDDLETOWN RI |
| 32 |
| $14.6M |
| $1.2M |
| 4 | CAPE COD LUMBER CO., INC. CAPE COD LUMBER CO., INC. 401(K) PLAN | ABINGTON MA | 97 | $32.1M | $452K |
| 5 | RUMIANO CHEESE CO. RUMIANO CHEESE CO. 401(K) PROFIT SHARING PLAN | WILLOWS CA | 161 | $7.0M | $178K |
| 6 | COMMUNITIES FOUNDATION OF TEXAS COMMUNITIES FOUNDATION OF TEXAS 401(K) PLAN | DALLAS TX | 128 | $20.6M | $117K |
| 7 | AMERICAN INDIAN HEALTH & SERVICES CORPORATION AMERICAN INDIAN HEALTH & SERVICES CORPORATION EMPLOYEE 401(K) RETIREMENT PLAN | SANTA BARBARA CA | 105 | $8.8M | $17K |
