Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Pimco Income Institutional Mutual Funds in their Schedule of Assets, totaling $7.7M 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 | MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER, INC. MISSISSIPPI METHODIST HOSPITAL REHABILITATION CENTER RETIREMENT PLAN | JACKSON MS | 601 | $57.2M | $3.0M |
| 2 | ORACLE FINANCIAL SERVICES SOFTWARE, INC. ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER NJ | 295 | $91.4M | $2.3M |
| 3 |
NEW OXFORD PA |
| 175 |
| $10.9M |
| $734K |
| 4 | VISTECH MANUFACTURING SOLUTIONS, LLC VISTECH MANUFACTURING SOLUTIONS, LLC 401(K) PLAN | MODESTO OH | 455 | $19.5M | $431K |
| 5 | COMPANIA CERVECERA DE PUERTO RICO, INC. COMPANIA CERVECERA DE PUERTO RICO RETIREMENT PLAN - ADMINISTRATIVE | MAYAGUEZ PR | 109 | $7.1M | $421K |
| 6 | HARR MOTOR COMPANY AUTOMOTIVE MANAGEMENT, INC. 401(K) PLAN | MARLBORO MA | 198 | $14.4M | $329K |
| 7 | THE CENTER FOR YOUTH AND FAMILY SOLUTIONS THE CENTER FOR YOUTH AND FAMILY SOLUTIONS 401(K) PLAN | PEORIA IL | 503 | $14.1M | $205K |
| 8 | PESSIN KATZ LAW, PA PESSIN KATZ LAW, PA 401(K) PLAN | TOWSON MD | 98 | $21.2M | $180K |
| 9 | ARAVO SOLUTIONS, INC. ARAVO SOLUTIONS 401(K) PLAN | SAN FRANCISCO CA | 110 | $16.9M | $66K |
| 10 | WEIL FOOT & ANKLE MANAGEMENT LLC WEIL FOOT & ANKLE MANAGEMENT LLC 401(K) PLAN | MT. PROSPECT IL | 274 | $14.1M | $58K |
