Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Income Inst'l Mutual fund in their Schedule of Assets, totaling $712K 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 | ITR AMERICA, LLC ITR AMERICA, LLC PROFIT SHARING 401(K) PLAN | HOBART IN | 223 | $15.8M | $348K |
| 2 | QUICK MED CLAIMS, LLC QUICK MED CLAIMS, LLC 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 284 | $10.8M | $243K |
| 3 | JACKSON IRON & METAL COMPANY, INC. JACKSON IRON & METAL COMPANY, INC. PROFIT SHARING 401(K) PLAN |
JACKSON MS |
| 192 |
| $16.2M |
| $121K |
