Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding PIMCO Income Institutional Fd Registered investment company in their Schedule of Assets, totaling $6.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COHU, INC. COHU, INC. EMPLOYEES' RETIREMENT PLAN | POWAY CA | 477 | $274.3M | $4.0M |
| 2 | AZPB LIMITED PARTNERSHIP ARIZONA DIAMONDBACKS RETIREMENT SAVINGS PLAN | PHOENIX AZ | 448 | $60.3M | $830K |
| 3 | SUNS LEGACY PARTNERS PHOENIX SUNS 401(K) SALARY SAVINGS PLAN |
PHOENIX AZ |
| 475 |
| $41.8M |
| $781K |
| 4 | FORCEPOINT LLC FORCEPOINT 401(K) RETIREMENT PLAN | AUSTIN TX | 446 | $122.4M | $500K |
| 5 | HAAS DOOR COMPANY NOFZIGER COMPANIES 401(K) RETIREMENT SAVINGS PLAN | WAUSEON OH | 430 | $25.1M | $201K |
| 6 | NB BAKER ELECTRIC, INC. DBA BAKER ELECTRIC HOME ENERGY NB BAKER ELECTRIC, INC. 401(K) PLAN | ESCONDIDO CA | 155 | $6.7M | $37K |
| 7 | INTERVISION SYSTEMS, LLC INTERVISION SYSTEMS, LLC. 401(K) PROFIT SHARING PLAN | CHESTERFIELD MO | 379 | $70.7M | $20K |
| 8 | BAKER ELECTRIC & RENEWABLES LLC BAKER ELECTRIC 401(K) RETIREMENT SAVINGS PLAN V | ESCONDIDO CA | 313 | $20.3M | $6K |
