Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 265 U.S. retirement plans report holding Pimco Income Instl Mutual fund - in their Schedule of Assets, totaling $115.9M 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 | OSI SYSTEMS, INC. OSI SYSTEMS, INC. 401(K) SAVINGS PLAN | TORRANCE CA | 1,920 | $269.8M | $7.7M |
| 2 | HAWKINS, DELAFIELD & WOOD, LLP HD&W RETIREMENT PLAN | NEW YORK NY | 93 | $106.7M | $3.8M |
| 3 | THE YATES COMPANIES, INC. THE YATES COMPANIES, INC. 401(K) PLAN |
JACKSON MS |
| 3,755 |
| $154.1M |
| $3.5M |
| 4 | ECMC GROUP, INC. ECMC GROUP 401(K) PLAN | MINNEAPPOLIS MN | 419 | $190.2M | $3.2M |
| 5 | YOKEM MOTORS, L.L.C. YOKEM MOTORS, LLC 401(K) PROFIT SHARING PLAN | SHREVEPORT LA | 127 | $11.5M | $3.1M |
| 6 | COMMUNITY CARE PHYSICIANS PLLC CCP 401(K) RETIREMENT SAVINGS PLAN | LATHAM NY | 1,837 | $353.7M | $3.0M |
| 7 | AUDIOLOGY BENEFITS SERVICE, LLC AUDIOLOGY BENEFITS 401(K) PLAN | SOMERSET NJ | 3,104 | $216.3M | $2.8M |
| 8 | REX LUMBER COMPANY REX LUMBER COMPANY 401(K) SAVINGS & SECURITY PLAN | ACTON MA | 198 | $22.9M | $2.3M |
| 9 | ATLAS PACIFIC ENGINEERING COMPANY ATLAS PACIFIC PROFIT SHARING PLAN | CENTENNIAL CO | 406 | $81.2M | $2.1M |
| 10 | RE/MAX, LLC RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN | DENVER CO | 517 | $76.4M | $2.1M |
