Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIMCO Income Institutional Fund Interest in registered investment companies xx in their Schedule of Assets, totaling $1.2M 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 | GALLAGHER EVELIUS & JONES LLP GALLAGHER EVELIUS & JONES LLP 401(K) PROFIT SHARING PLAN | BALTIMORE MD | 95 | $78.5M | $825K |
| 2 | SOLERITY, INC. SOLERITY 401K PLAN | HERNDON VA | 101 | $39.5M | $351K |
