Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 134 U.S. retirement plans report holding Pimco Income Institutional Fund in their Schedule of Assets, totaling $183.7M 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 | BOARD OF TRUSTEES, WASHINGTON TEAMSTERS WELFARE TRUST WASHINGTON TEAMSTERS WELFARE TRUST | SEATTLE WA | 20,828 | $399.8M | $47.2M |
| 2 | METROPOLITAN HOSPITAL D.B.A UNIVERSITY OF MICHIGAN HEALTH WEST UNIVERSITY OF MICHIGAN HEALTH - WEST 403(B) RETIREMENT SAVINGS PLAN | WYOMING MI | 3,376 | $232.7M | $20.8M |
| 3 |
NEW YORIK NY |
| 3,190 |
| $527.2M |
| $19.3M |
| 4 | UNITED PARCEL SERVICE COMPANY UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN | LOUISVILLE KY | 1,993 | $2.5B | $14.0M |
| 5 | INGEVITY CORPORATION RETIREMENT SAVINGS PLAN INGEVITY CORPORATION | NORTH CHARLESTON SC | 1,176 | $306.5M | $7.6M |
| 6 | SAPIENS AMERICAS CORPORATION SAPIENS AMERICAS CORPORATION EMPLOYEE SAVINGS PLAN | ROCHELLE PARK NJ | 522 | $204.9M | $4.8M |
| 7 | GUILD MORTGAGE COMPANY LLC GUILD MORTGAGE COMPANY PROFIT SHARING 401(K) PLAN | SAN DIEGO CA | 5,083 | $456.4M | $4.0M |
| 8 | BERNATELLO'S PIZZA, INC. BERNATELLO'S PIZZA, INC. 401(K) PROFIT SHARING PLAN & TRUST | MAPLE LAKE MN | 848 | $43.3M | $3.8M |
| 9 | FIDELITY ENGINEERING, LLC FIDELITY BUILDING SERVICES GROUP 401(K) | HUNT VALLEY MD | 2,432 | $151.7M | $3.1M |
| 10 | TMK GLOBAL HOLDINGS, LLC TRIMARK RETIREMENT SAVINGS PLAN | MANSFIELD MA | 2,835 | $245.4M | $3.1M |
