Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Pimco Income Institutional Class Mutual fund in their Schedule of Assets, totaling $5.8M 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 | FISCHER MANAGEMENT, LLC FISCHER HOMES 401(K) PROFIT PLUS PLAN AND TRUST | ERLANGER KY | 869 | $94.7M | $2.7M |
| 2 | ANDIS COMPANY ANDIS COMPANY 401(K) | STURTEVANT WI | 404 | $44.5M | $1.7M |
| 3 | THE NEW IEM, LLC IEM 401(K) PLAN | FREMONT |
| 1,623 |
| $43.4M |
| $569K |
| 4 | COMPARENETWORKS, INC. COMPARENETWORKS, INC. 401(K) PLAN | SAN FRANCISCO CA | 120 | $17.6M | $284K |
| 5 | OPEN SKY COMMUNITY SERVICES, INC. OPEN SKY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN | WORCESTER MA | 1,379 | $34.4M | $148K |
| 6 | PROFESSIONAL AVIATION MANAGEMENT, INC. PVG 401(K) RETIREMENT PLAN | DORAL FL | 207 | $5.9M | $93K |
| 7 | TRULAND EQUIPMENT, LLC TRULAND EQUIPMENT, LLC 401(K) PLAN | VAN WERT OH | 460 | $44.7M | $86K |
| 8 | ALM GLOBAL, LLC ALM GLOBAL, LLC 401(K) PLAN | NEW YORK CITY NY | 376 | $90.9M | $66K |
| 9 | CAPITAL CITY PUBLIC CHARTER SCHOOL, INC. CAPITAL CITY PUBLIC CHARTER SCHOOL, INC. 403 (B) PLAN | WASHINGTON DC | 233 | $19.4M | $47K |
| 10 | GUNITE CORPORATION GUNITE CORPORATION ROCKFORD FOUNDRY SAVINGS PLAN FOR HOURLY EMPLOYEES | EVANSVILLE IN | 229 | $10.7M | $44K |
