Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Pimco Income Institutional Fd Mutual fund in their Schedule of Assets, totaling $16.2M 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 | KONICA MINOLTA HEALTHCARE AMERICAS, INC. KONICA MINOLTA HEALTHCARE AMERICAS, INC. 401(K) SAVINGS PLAN | WAYNE NJ | 304 | $67.4M | $6.4M |
| 2 | ALBAUGH, LLC ALBAUGH, LLC 401(K) PROFIT SHARING PLAN | ANKENY IA | 322 | $72.0M | $2.3M |
| 3 | NAIK CONSULTING GROUP, P.C. NAIK CONSULTING GROUP, P.C. 401(K) PLAN |
EDISON NJ |
| 200 |
| $18.4M |
| $1.1M |
| 4 | WATERFALL ASSET MANAGEMENT LLC WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 137 | $32.2M | $920K |
| 5 | ASPEN MEDICAL PRODUCTS, INC. ASPEN MEDICAL PRODUCTS, INC. 401(K) PLAN | IRVINE CA | 136 | $22.4M | $841K |
| 6 | EXAGEN INC. EXAGEN INC. 401(K) PLAN | VISTA CA | 216 | $14.3M | $627K |
| 7 | AVITA DRUGS, LLC AVITA 401(K) PROFIT SHARING PLAN | BATON ROUGE LA | 563 | $41.6M | $601K |
| 8 | SAFETY MANAGEMENT GROUP, LLC SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN | INDIANAPOLIS IN | 255 | $24.3M | $551K |
| 9 | WESTMONT HOSPITALITY MANAGEMENT, LLC WESTMONT HOSPITALITY GROUP 401(K) PLAN | HOUSTON TX | 3,841 | $53.8M | $549K |
| 10 | SMITH GARDENS, INC. SMITH GARDENS 401(K) PLAN | BELLINGHAM WA | 445 | $13.1M | $522K |
