Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Pimco Income Institutional Class Fund Mutual Fund in their Schedule of Assets, totaling $7.3M 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 | TUFTS MEDICAL CENTER, INC. TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) | BOSTON MA | 1,702 | $372.5M | $3.8M |
| 2 | VIRGINIA TILE COMPANY, LLC VIRGINIA TILE COMPANY 401(K) PLAN | LIVONIA MI | 352 | $33.4M | $1.8M |
| 3 | UNIVERSAL ENGINEERING SCIENCES, LLC |
ORLANDO FL |
| 3,690 |
| $151.3M |
| $1.7M |