Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 191 U.S. retirement plans report holding PIMCO Income Instl PIMCO 0 in their Schedule of Assets, totaling $45.6M 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 | EDCO DISPOSAL CORPORATION EDCO DEFERRED COMPENSATION PLAN | LEMON GROVE CA | 1,489 | $142.0M | $5.6M |
| 2 | ROHDE & SCHWARZ USA, INC. ROHDE & SCHWARZ, INC. SAVINGS PLAN | COLUMBIA MD | 737 | $210.7M | $2.1M |
| 3 | R.G. JOHNSON COMPANY, INC. R.G. JOHNSON COMPANY, INC. RETIREMENT PLAN |
WASHINGTON PA |
| 94 |
| $19.5M |
| $2.0M |
| 4 | AUS, INC. AUS, INC. THRIFT SAVINGS PLAN | MOUNT LAUREL NJ | 297 | $33.6M | $1.5M |
| 5 | R.F. MACDONALD COMPANY R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN | HAYWARD CA | 271 | $49.2M | $1.5M |
| 6 | PERCEPTYX, INC. PERCEPTYX, INC. 401(K) PROFIT SHARING PLAN | TEMECULA CA | 289 | $29.2M | $1.3M |
| 7 | CONNECTICUT DISTRIBUTORS, INC. CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN | STRATFORD CT | 291 | $43.0M | $1.2M |
| 8 | WESTPORT CORPORATION MUNDI/WESTPORT 401(K) PLAN | PINE BROOK NJ | 130 | $45.4M | $1.2M |
| 9 | SECOND HARVEST OF SILICON VALLEY SECOND HARVEST OF SILICON VALLEY 403(B) PLAN | SAN JOSE CA | 274 | $37.2M | $1.0M |
| 10 | E & E CO., LTD E & E 401(K) & PROFIT SHARING PLAN | FREMONT CA | 214 | $39.7M | $892K |
