Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Pimco Income Inst. Mutual Funds in their Schedule of Assets, totaling $9.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OPKO HEALTH, INC. OPKO HEALTH, INC. 401(K) PLAN | MIAMI FL | 2,272 | $225.1M | $1.4M |
| 2 | CFD RESEARCH CORPORATION CFD RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 272 | $39.8M | $1.4M |
| 3 | LESLIE DIGITAL IMAGING, L.L.C. LDI 401(K) PROFIT SHARING PLAN |
JERICHO NY |
| 221 |
| $26.2M |
| $1.3M |
| 4 | MOUNTAIN AMERICA FEDERAL CREDIT UNION MOUNTAIN AMERICA FEDERAL CREDIT UNION 401(K) PLAN | SANDY UT | 3,514 | $246.9M | $1.2M |
| 5 | INTERCONTINENTAL TERMINALS COMPANY LLC INTERCONTINENTAL TERMINALS COMPANY LLC 401(K) PLAN | LA PORTE TX | 447 | $92.3M | $1.1M |
| 6 | G6 HOSPITALITY LLC G6 HOSPITALITY LLC 401(K) SAVINGS PLAN | PLANO TX | 194 | $78.1M | $1.0M |
| 7 | THE EDUCATIONAL & INSTITUTIONAL COOPERATIVE SERVICES, INC. THE EDUCATIONAL & INSTITUTIONAL CO-OP SERVICES, INC. SAVINGS AND INVESTMENT PLAN | JERICHO NY | 121 | $37.3M | $488K |
| 8 | BAKER & TAYLOR, LLC BAKER & TAYLOR RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 1,092 | $73.1M | $417K |
| 9 | WOLLMUTH MAHER & DEUTSCH, LLP WOLLMUTH MAHER & DEUTSCH LLP 401(K) PLAN | NEW YORK NY | 47 | $43.2M | $349K |
| 10 | PACKARD MEDICAL GROUP, INC. PACKARD MEDICAL GROUP 401(K) PROFIT SHARING PLAN | PALO ALTO CA | 201 | $102.6M | $323K |
