Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIMCO Income Institutional Class Fund in their Schedule of Assets, totaling $1.4M 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 | DEFENDER ASSOCIATION OF PHILADELPHIA DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN | PHILADELPHIA PA | 718 | $142.5M | $1.0M |
| 2 | EMPLOYMENT SERVICES, INC. 401(K) RETIREMENT & SAVINGS PLAN | ALPENA MI | 1,210 | $103.9M | $327K |