Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO Income Institutional N/R in their Schedule of Assets, totaling $1.4M 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 | TOTAL ADMINISTRATIVE SERVICES CORPORATION TASC 401(K) PLAN | MADISON WI | 687 | $72.5M | $500K |
| 2 | PURFOODS, LLC PURFOODS, LLC DBA MOM'S MEALS 401(K) PLAN | ANKENY IA | 2,133 | $42.7M | $495K |
| 3 | ASSOCIATED PHYSICIANS, LLP ASSOCIATED PHYSICIANS, LLP 401(K) PLAN |
MADISON WI |
| 151 |
| $20.2M |
| $201K |
| 4 | THOR INDUSTRIES, INC. THOR INDUSTRIES, INC. 401(K) PLAN | ELKHART IN | 16,465 | $189.0M | $191K |
