Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Pimco Income Institutional Fd Mutual Funds in their Schedule of Assets, totaling $1.9M 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 | GUIDEPOSTS A CHURCH CORPORATION GUIDEPOSTS RETIREMENT SAVINGS PLAN | DANBURY CT | 87 | $38.4M | $1.2M |
| 2 | MBH ARCHITECTS, INC. MBH ARCHITECTS 401(K) PROFIT SHARING PLAN | ALAMEDA CA | 159 | $31.2M | $470K |
| 3 | ESHERICK HOMSEY DODGE AND DAVIS, ARCHITECTS ESHERICK HOMSEY DODGE & DAVIS 401(K) SAVINGS PLAN |
SAN FRANCISCO CA |
| 64 |
| $25.3M |
| $188K |
| 4 | WEAVER LEATHER LLC WEAVER LEATHER LLC. PROFIT SHARING PLAN | MOUNT HOPE OH | 262 | $17.2M | $32K |
| 5 | CREDIT MANAGEMENT COMPANY CREDIT MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 113 | $2.8M | $2K |
