Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Pimco Income Instl Pooled Separate Account in their Schedule of Assets, totaling $3.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CERTIFIED COLLECTIBLES GROUP, LLC CCG 401(K) SAVINGS PLAN | SARASOTA FL | 680 | $28.9M | $1.5M |
| 2 | MICHAUD, COOLEY, ERICKSON & ASSOCIATES, LLC MICHAUD, COOLEY, ERICKSON PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 123 | $30.6M | $680K |
| 3 | MONTROSE MEMORIAL HOSPITAL, INC. |
MONTROSE CO |
| 810 |
| $40.1M |
| $567K |
| 4 | TAURUS HOLDINGS, INC. TAURUS HOLDINGS, INC. 401(K) PLAN | BAINBRIDGE GA | 171 | $8.3M | $216K |
| 5 | UNITED BANKERS BANCORPORATION, INC. UNITED BANKERS' BANCORPORATION, INC. 401(K) SAVINGS PLAN | BLOOMINGTON MN | 128 | $28.4M | $143K |
| 6 | ASSOCIATED SKIN CARE SPECIALISTS, P.A. ASSOCIATED SKIN CARE SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN | NEW BRIGHTON MN | 78 | $35.4M | $124K |
| 7 | REGIONAL INDUSTRIES, LLC REGIONAL INDUSTRIES 401(K) PLAN | ELIZABETH NJ | 258 | $6.6M | $103K |
| 8 | IOSTUDIO, LLC IOSTUDIO, LLC 401(K) PLAN | NASHVILLE TN | 66 | $6.3M | $86K |
| 9 | AGRICULTURAL BANK OF CHINA 401(K) PLAN AGRICULTURAL BANK OF CHINA 401(K) PLAN | NEW YORK NY | 98 | $12.8M | $78K |
| 10 | WHOLESALE MOTORS, INC. WHOLESALE MOTORS, INC. 401(K) PROFIT SHARING PLAN | HONOLULU HI | 207 | $13.8M | $69K |
