Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Pimco Income Instl Pooled Separate Account in their Schedule of Assets, totaling $2.8M 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 | CERTIFIED COLLECTIBLES GROUP, LLC CCG 401(K) SAVINGS PLAN | SARASOTA FL | 680 | $28.9M | $1.5M |
| 2 | MONTROSE MEMORIAL HOSPITAL, INC. MONTROSE REGIONAL HEALTH RETIREMENT SAVINGS PLAN | MONTROSE CO | 810 | $40.1M | $567K |
| 3 | TAURUS HOLDINGS, INC. TAURUS HOLDINGS, INC. 401(K) PLAN |
BAINBRIDGE GA |
| 171 |
| $8.3M |
| $216K |
| 4 | UNITED BANKERS BANCORPORATION, INC. UNITED BANKERS' BANCORPORATION, INC. 401(K) SAVINGS PLAN | BLOOMINGTON MN | 128 | $28.4M | $143K |
| 5 | REGIONAL INDUSTRIES, LLC REGIONAL INDUSTRIES 401(K) PLAN | ELIZABETH NJ | 258 | $6.6M | $103K |
| 6 | IOSTUDIO, LLC IOSTUDIO, LLC 401(K) PLAN | NASHVILLE TN | 66 | $6.3M | $86K |
| 7 | AGRICULTURAL BANK OF CHINA 401(K) PLAN AGRICULTURAL BANK OF CHINA 401(K) PLAN | NEW YORK NY | 98 | $12.8M | $78K |
| 8 | WHOLESALE MOTORS, INC. WHOLESALE MOTORS, INC. 401(K) PROFIT SHARING PLAN | HONOLULU HI | 207 | $13.8M | $69K |
| 9 | RELIANCE ENERGY INC RELIANCE ENERGY 401K PLAN | MIDLAND TX | 239 | $9.4M | $38K |
| 10 | SOUTHWEST HEALTH SYSTEM INC. SOUTHWEST HEALTH SYSTEM INC. EMPLOYEE RETIREMENT PLAN | CORTEZ CO | 463 | $24.3M | $21K |
