Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding PIMCO Income Instl Mutual funds N/A in their Schedule of Assets, totaling $276K 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 | FIRST FEDERAL SAVINGS BANK FIRST FEDERAL SAVINGS BANK 401(K) PROFIT SHARING PLAN | TWIN FALLS ID | 275 | $39.7M | $143K |
| 2 | CABINET PEAKS MEDICAL CENTER CABINET PEAKS MEDICAL CENTER PERSONAL RETIREMENT PLAN | LIBBY MT | 329 | $14.9M | $64K |
| 3 | SOLUTIONREACH, INC. SOLUTIONREACH 401(K) PLAN |
LEHI UT |
| 197 |
| $17.1M |
| $60K |
| 4 | BRAINTREE GROUP, LLC THE 401(K) GROUP PLAN | BOISE ID | 569 | $4.9M | $5K |
| 5 | ARCHITECTURAL SYSTEMS, INC. ARCHITECTURAL SYSTEMS, INC. 401(K) PLAN | MONETT MO | 218 | $5.9M | $4K |
| 6 | CLEARLINK TECHNOLOGIES, LLC CLEARLINK 401(K) PLAN | DRAPER UT | 796 | $24.6M | $1K |
