Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Pimco Income Institutional Mutual Fund N/A in their Schedule of Assets, totaling $2.8M 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 | SOTERA HEALTH HOLDINGS, LLC 401(K) PLAN FOR SOTERA HEALTH | BROADVIEW HEIGHTS OH | 1,732 | $192.4M | $2.0M |
| 2 | CLEVELAND GUARDIANS BASEBALL COMPANY, LLC THE CLEVELAND GUARDIANS 401(K) PLAN | CLEVELAND OH | 3,100 | $60.9M | $395K |
| 3 | LUCID SOFTWARE INC. LUCID SOFTWARE INC. 401(K) PLAN |
SOUTH JORDAN UT |
| 927 |
| $88.4M |
| $292K |
| 4 | HANDICAP VILLAGE DBA ONE VISION HANDICAP VILLAGE D/B/A ONE VISION 401(K) RETIREMENT SAVINGS PLAN | CLEAR LAKE IA | 346 | $9.5M | $69K |
| 5 | UW PROVISION COMPANY INC. UW PROVISION COMPANY INC. 401(K) PLAN | MADISON WI | 104 | $13.6M | $56K |
| 6 | R & H MECHANICAL, INC. R & H MECHANICAL,INC.401(K) RETIREMENT SAVINGS PLAN | EAGLE CO | 187 | $6.3M | $16K |
| 7 | ELMWOOD DENTAL GROUP - IMPLANT AND RESTORATION, P.C. ELMWOOD DENTAL GROUP, P.C. PROFIT SHARING 401(K) PLAN | ROCHESTER NY | 114 | $13.4M | $12K |
