Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Pimco Income Institutional Fund Registered investment company in their Schedule of Assets, totaling $17.4M 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 | SWANSON GROUP, INC. SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN | ROSEBURG OR | 720 | $64.4M | $7.8M |
| 2 | MYRIAD GENETICS, INC. MYRIAD GENETICS, INC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 2,729 | $458.1M | $2.8M |
| 3 | FRERES LUMBER CO., INC. |
LYONS OR |
| 499 |
| $28.0M |
| $1.6M |
| 4 | BLUE STONE THERAPY, INC. BLUE STONE THERAPY 401(K) PLAN | URBANDALE IA | 796 | $7.7M | $1.1M |
| 5 | VOX MEDIA, LLC VOX MEDIA 401(K) PROFIT SHARING PLAN AND TRUST | WASHINGTON DC | 1,313 | $179.3M | $766K |
| 6 | AIS HOLDING COMPANY LLC AVAIL INFRASTRUCTURE SOLUTIONS RETIREMENT SAVINGS PLAN | SUWANEE GA | 1,343 | $80.9M | $526K |
| 7 | BOSSARD U.S. HOLDINGS, INC. BOSSARD U.S. HOLDINGS, INC. 401(K) PLAN | CEDAR FALLS IA | 377 | $42.1M | $519K |
| 8 | SAES GETTERS USA, INC. SAES GETTERS 401(K) PLAN | COLORADO SPRINGS CO | 95 | $29.7M | $464K |
| 9 | BYLINE BANCORP, INC. BYLINE BANCORP, INC. 401(K) PLAN | CHICAGO IL | 1,028 | $92.2M | $408K |
| 10 | CONCEPT SOLUTIONS, LLC CONCEPT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN & TRUST | RESTON VA | 195 | $20.7M | $332K |
