Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 105 U.S. retirement plans report holding Pimco Income Institutional Fund in their Schedule of Assets, totaling $112.8M 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 | 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 |
| 2 | EDGEWOOD PARTNERS INSURANCE CENTER EDGEWOOD PARTNERS INSURANCE CENTER SAVINGS INVESTMENT PLAN | NEW YORIK NY | 3,190 | $527.2M | $19.3M |
| 3 |
LOUISVILLE KY |
| 1,993 |
| $2.5B |
| $14.0M |
| 4 | INGEVITY CORPORATION RETIREMENT SAVINGS PLAN INGEVITY CORPORATION | NORTH CHARLESTON SC | 1,176 | $306.5M | $7.6M |
| 5 | GUILD MORTGAGE COMPANY LLC GUILD MORTGAGE COMPANY PROFIT SHARING 401(K) PLAN | SAN DIEGO CA | 5,083 | $456.4M | $4.0M |
| 6 | BERNATELLO'S PIZZA, INC. BERNATELLO'S PIZZA, INC. 401(K) PROFIT SHARING PLAN & TRUST | MAPLE LAKE MN | 848 | $43.3M | $3.8M |
| 7 | JACUZZI BRANDS LLC JACUZZI 401(K) PLAN | CHINO CA | 969 | $65.5M | $2.7M |
| 8 | VENTAS, INC. VENTAS, INC. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 501 | $90.4M | $2.4M |
| 9 | PREMIUM BRANDS SERVICES LLC PREMIUM BRANDS SERVICES LLC 401(K) SAVINGS PLAN | MAHWAH NJ | 11,631 | $382.6M | $2.3M |
| 10 | B. FERNANDEZ & HNOS., INC. B. FERNANDEZ & HNOS., INC. RETIREMENT SAVINGS PLAN | SAN JUAN PR | 950 | $28.0M | $1.8M |
