Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 103 U.S. retirement plans report holding Pimco Income Institutional - in their Schedule of Assets, totaling $684.7M 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 | COSTCO WHOLESALE CORPORATION COSTCO 401K RETIREMENT PLAN | ISSAQUAH WA | 212,976 | $41.0B | $547.1M |
| 2 | SIMPSON GUMPERTZ & HEGER INC. SGH PROFIT SHARING & 401(K) PLAN AND TRUST | WALTHAM MA | 765 | $464.1M | $22.4M |
| 3 | FORMOSA PLASTICS CORPORATION, U.S.A. FORMOSA PLASTICS CORPORATION, U.S.A. PENSION PLAN |
LIVINGSTON NJ |
| 3,665 |
| $345.6M |
| $21.0M |
| 4 | MUNSON HEALTHCARE MUNSON 403(B) PLAN | TRAVERSE CITY MI | 8,230 | $485.7M | $16.4M |
| 5 | CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK 401(K) SAVINGS PLAN | NEW YORK NY | 857 | $483.8M | $12.0M |
| 6 | OKLAHOMA FARM BUREAU MUTUAL INSURANCE CO OKLAHOMA FARM BUREAU PENSION PLAN | OKLAHOMA CITY OK | 96 | $67.2M | $8.8M |
| 7 | SCIENTIFIC COMPONENTS CORPORATION MINI-CIRCUITS LAB PROFIT SHARING PLAN | BROOKLYN NY | 462 | $24.1M | $6.8M |
| 8 | THE TAYLOR GROUP, INC. THE TAYLOR GROUP, INC. 401(K) PLAN | LOUISVILLE MS | 1,405 | $121.9M | $3.6M |
| 9 | HENDRICK AUTOMOTIVE GROUP, LLC HENDRICK AUTOMOTIVE GROUP 401(K) PLAN | CHARLOTTE NC | 9,556 | $756.6M | $3.4M |
| 10 | MUNSON HEALTHCARE MUNSON 401(K) PLAN | TRAVERSE CITY MI | 8,394 | $123.9M | $3.3M |
