Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Pimco Income Institutional Registered Investment Company in their Schedule of Assets, totaling $88.4M 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 | MORRISON & FOERSTER LLP MORRISON & FOERSTER LLP RETIREMENT PLAN PART I | SAN FRANCISCO CA | 1,775 | $1.4B | $22.8M |
| 2 | HILLTOP HOLDINGS INC. HILLTOP HOLDINGS INC. 401(K) PLAN | DALLAS TX | 3,609 | $809.7M | $18.1M |
| 3 | WESTERN ALLIANCE BANCORPORATION WESTERN ALLIANCE BANCORPORATION 401(K) PLAN |
PHOENIX AZ |
| 3,560 |
| $444.2M |
| $10.6M |
| 4 | TSVC, INC THE TERRACON 401(K) AND ESOP PLAN | OLATHE KS | 6,948 | $1.0B | $6.4M |
| 5 | ARHAUS, LLC ARHAUS, LLC 401(K) PLAN | BOSTON HEIGHTS OH | 2,198 | $68.3M | $4.9M |
| 6 | NSMG SHARED SERVICES, LLC NORTHSTAR MEMORIAL GROUP, LLC 401(K) PLAN | HOUSTON TX | 1,365 | $80.5M | $4.2M |
| 7 | DIGIMARC CORPORATION DIGIMARC 401(K) PROFIT SHARING PLAN | BEAVERTON OR | 176 | $60.1M | $3.7M |
| 8 | FIBRE FEDERAL CREDIT UNION FIBRE FEDERAL CREDIT UNION SAVINGS RETIREMENT PLAN | LONGVIEW WA | 287 | $49.6M | $2.5M |
| 9 | LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP MULTIPLE EMPLOYER RETIREMENT PLAN | LOMA LINDA CA | 3,932 | $699.9M | $2.2M |
| 10 | HOSPICE OF THE VALLEY HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) | PHOENIX AZ | 1,838 | $130.0M | $1.8M |
