Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 78 U.S. retirement plans report holding Pimco Income Institutional Fund Mutual fund in their Schedule of Assets, totaling $62.9M 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 | QUINN GROUP, INC. QUINN GROUP, INC. RETIREMENT PLAN | CITY OF INDUSTRY CA | 1,461 | $235.7M | $10.5M |
| 2 | INTUITIVE SURGICAL, INC. INTUITIVE SURGICAL, INC. 401(K) PLAN | SUNNYVALE CA | 8,736 | $1.0B | $4.7M |
| 3 | ENTERPRISE COMMUNITY PARTNERS INC ENTERPRISE EMPLOYEES' PENSION AND 401(K) PLAN |
COLUMBIA MD |
| 1,137 |
| $215.3M |
| $4.7M |
| 4 | AISIN HOLDINGS OF AMERICA, INC. AISIN RETIREMENT SECURITY PLAN | SEYMOUR IN | 10,324 | $571.0M | $4.2M |
| 5 | MCANANY, VAN CLEAVE & PHILLIPS, P.A. MVP LAW PROFIT SHARING 401(K) PLAN | KANSAS CITY KS | 208 | $65.0M | $4.2M |
| 6 | UST GLOBAL INC UST GLOBAL INC 401(K) PLAN | ALISO VIEJO CA | 3,713 | $169.6M | $3.2M |
| 7 | MITSUBISHI HEAVY INDUSTRIES AMERICAS INC. MITSUBISHI HEAVY INDUSTRIES AMERICAS INC. SHARED SERVICES PLAN | HOUSTON TX | 2,817 | $460.4M | $3.0M |
| 8 | CORPORATION OF THE FINE ARTS MUSEUMS THE RETIREMENT INCOME PLAN OF THE CORPORATION OF FINE ARTS MUSEUMS | SAN FRANCISCO CA | 26 | $27.4M | $2.4M |
| 9 | ALL ERECTION & CRANE RENTAL CORP. THE ALL COMPANIES 401(K) PLAN | CLEVELAND OH | 620 | $89.6M | $1.9M |
| 10 | BONADIO & CO., LLP BONADIO & CO., LLP 401(K) & PROFIT SHARING PLAN | PITTSFORD NY | 961 | $150.2M | $1.5M |
