Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Pimco Income Institutional in their Schedule of Assets, totaling $48.5M 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 | SIMPSON GUMPERTZ & HEGER INC. SGH PROFIT SHARING & 401(K) PLAN AND TRUST | WALTHAM MA | 765 | $464.1M | $22.4M |
| 2 | OKLAHOMA FARM BUREAU MUTUAL INSURANCE CO OKLAHOMA FARM BUREAU PENSION PLAN | OKLAHOMA CITY OK | 96 | $67.2M | $8.8M |
| 3 | SCIENTIFIC COMPONENTS CORPORATION |
BROOKLYN NY |
| 462 |
| $24.1M |
| $6.8M |
| 4 | AMIKIDS, INC. AMIKIDS, INC. MONEY PURCHASE PENSION PLAN | TAMPA FL | 301 | $24.3M | $1.4M |
| 5 | SL GREEN REALTY CORP SL GREEN REALTY CORP 401(K) PLAN | NEW YORK NY | 519 | $107.1M | $1.3M |
| 6 | KUBICKI DRAPER, P.A. KUBICKI DRAPER, P.A. 401(K) PLAN | MIAMI FL | 398 | $71.8M | $1.1M |
| 7 | ELMA ELECTRONIC INC. ELMA ELECTRONIC INC. SAVINGS PLAN | FREMONT CA | 302 | $64.5M | $930K |
| 8 | WIESER BROTHERS GENERAL CONTRACTOR, INC. WIESER BROTHERS GENERAL CONTRACTOR, INC. 401(K)/PROFIT SHARING PLAN | LA CRESCENT MN | 164 | $35.4M | $885K |
| 9 | BSB DESIGN, INC. BSB DESIGN, INC. 401(K) SAVINGS PLAN | WEST DES MOINES IA | 176 | $21.4M | $615K |
| 10 | ARTS & LETTERS CREATIVE CO., LLC ARTS & LETTERS CREATIVE CO. , LLC 401(K) PLAN | RICHMOND VA | 149 | $11.0M | $563K |
