Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Pimco Income Inst Registered investment company in their Schedule of Assets, totaling $19.7M 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 | BUNGE NORTH AMERICA, INC. THE BUNGE DEFINED CONTRIBUTION MASTER TRUST | CHESTERFIELD MO | — | $563.1M | $4.6M |
| 2 | WORTHINGTON ENTERPRISES, INC. WORTHINGTON DEFERRED PROFIT SHARING PLAN MASTER TRUST | COLUMBUS OH | — | $439.4M | $4.1M |
| 3 | MORRIS, MANNING & MARTIN LLP |
ATLANTA GA |
| 223 |
| $149.7M |
| $2.2M |
| 4 | MELALEUCA, INC. MELALEUCA, INC. 401(K) SAVINGS PLAN AND TRUST | IDAHO FALLS ID | 2,391 | $139.8M | $1.7M |
| 5 | EVOTEC (US) INC. EVOTEC (US) INC. 401(K) PLAN | PRINCETON NJ | 729 | $59.1M | $1.1M |
| 6 | POWERSCHOOL GROUP LLC POWERSCHOOL GROUP LLC 401(K) PLAN | FOLSOM CA | 1,627 | $222.5M | $988K |
| 7 | KLDISCOVERY HOLDINGS INC. KLDISCOVERY ONTRACK, LLC 401(K) PLAN | EDEN PRAIRIE MN | 2,300 | $125.9M | $741K |
| 8 | BDT CAPITAL PARTNERS, LLC BDT & MSD PARTNERS RETIREMENT SAVINGS PLAN | CHICAGO IL | 446 | $168.7M | $664K |
| 9 | VISTA EQUITY PARTNERS MANAGEMENT, LLC VISTA EQUITY PARTNERS MANAGEMENT, LLC RETIREMENT PLAN | SAN FRANCISCO CA | 642 | $140.8M | $582K |
| 10 | MILES PARTNERSHIP LLC MILES PARTNERSHIP LLC 401(K)PLAN | SARASOTA FL | 379 | $37.2M | $495K |
