Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Pimco Income Instl N/R in their Schedule of Assets, totaling $1.1M 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 | TERSERA THERAPEUTICS LLC TERSERA THERAPEUTICS 401(K) PLAN | DEERFIELD IL | 160 | $20.2M | $454K |
| 2 | DAKKOTA INTEGRATED SYSTEMS, LLC DAKKOTA INTEGRATED SYSTEMS 401(K) PLAN | BRIGHTON MI | 1,639 | $45.0M | $398K |
| 3 | FAZIO MECHANICAL SERVICES, INC. FAZIO MECHANICAL SERVICES, INC. PROFIT SHARING PLAN |
PITTSBURGH PA |
| 90 |
| $12.7M |
| $206K |
| 4 | OPEN DEALER EXCHANGE LLC OPEN DEALER EXCHANGE LLC 401(K) PLAN | SOUTHFIELD MI | 201 | $20.8M | $56K |
| 5 | AIR LIFT COMPANY AIR LIFT COMPANY 401(K) RETIREMENT SAVINGS PLAN | LANSING MI | 160 | $15.0M | $9K |
| 6 | KESWICK PINES, INC. KESWICK PINES RETIREMENT PLAN | WHITING NJ | 0 | $0 | $9K |
