Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding PIMCO Income Institutional fund Mutual Funds in their Schedule of Assets, totaling $5.2M 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 | WACHTER, INC. WACHTER EMPLOYEES' 401(K) PROFIT SHARING PLAN | LENEXA KS | 1,464 | $79.9M | $2.3M |
| 2 | MUTH ELECTRIC INC MUTH ELECTRIC, INC. 401(K) RETIREMENT PLAN | MITCHELL SD | 496 | $42.5M | $876K |
| 3 | UMPQUA COMMUNITY HEALTH CENTER INC DBA AVIVA HEALTH UMPQUA COMMUNITY HEALTH CENTER INC 403(B) RETIREMENT SAVINGS PLAN |
ROSEBURG OR |
| 292 |
| $7.8M |
| $758K |
| 4 | SONESTA INTERNATIONAL HOTELS CORPORATION SONESTA INTERNATIONAL HOTELS CORPORATION AND SUBSIDIARIES 401(K) PLAN | NEWTON MA | 6,570 | $157.1M | $477K |
| 5 | SANCTUARY WEALTH GROUP, LLC SANCTUARY WEALTH GROUP, LLC 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 143 | $19.9M | $309K |
| 6 | NAPLES CENTER FOR DERMATOLOGY AND COSMETIC SURGERY AQUA DERMATOLOGY 401(K) PROFIT SHARING PLAN | FORT MYERS FL | 1,598 | $55.5M | $304K |
| 7 | WIDEPOINT CORPORATION WIDEPOINT CORPORATION 401(K) PROFIT SHARING PLAN | FAIRFAX VA | 190 | $11.3M | $169K |
