Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Pimco Income Institutional Class *** in their Schedule of Assets, totaling $5.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RIVERSIDE COMMUNITY CARE, INC. RIVERSIDE COMMUNITY CARE, INC. 403(B) PLAN | DEDHAM MA | 1,612 | $24.3M | $728K |
| 2 | COHEN, SEGLIAS, PALLAS, GREENHALL & FURMAN, P.C. COHEN, SEGLIAS, PALLAS, GREENHALL & FURMAN, P. C. PROFIT SHARING 401(K) PLAN | PHILADELPHIA PA | 132 | $42.4M | $686K |
| 3 | LIVE OAK BANKING COMPANY |
WILMINGTON NC |
| 1,037 |
| $130.0M |
| $621K |
| 4 | JEWISH HOME LIFECARE, MANHATTAN TNJH 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,083 | $47.5M | $581K |
| 5 | DICKINSON COUNTY HEALTHCARE SYSTEM DICKINSON COUNTY HEALTHCARE SYSTEM 401(K) PLAN | IRON MOUNTAIN MI | 564 | $36.3M | $476K |
| 6 | K2 SERVICES LLC K2 SERVICES LLC 401(K) PLAN | CHICAGO IL | 437 | $25.9M | $469K |
| 7 | XOMA ROYALTY CORPORATION XOMA ROYALTY DEFERRED SAVINGS PLAN | EMERYVILLE CA | 13 | $25.4M | $377K |
| 8 | FIRST STATE BANK OF ST. CHARLES MISSOURI FIRST STATE BANK OF ST. CHARLES MISSOURI 401(K) PLAN | LAKE ST. LOUIS MO | 180 | $25.2M | $341K |
| 9 | TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN | SAN FRANCISCO CA | 458 | $21.6M | $245K |
| 10 | HORIZON HOME CARE & HOSPICE, INC. HORIZON HOME CARE & HOSPICE, INC. 403(B) RETIREMENT PLAN | MILWAUKEE WI | 382 | $32.6M | $240K |
