Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Pimco Income Instl Registered Investment Companies in their Schedule of Assets, totaling $1.3M 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 | JESUIT HIGH SCHOOL OF SACRAMENTO JESUIT HIGH SCHOOL OF SACRAMENTO EMPLOYEE RETIREMENT PLAN | CARMICHAEL CA | 127 | $27.2M | $635K |
| 2 | DISABILITY RIGHTS CALIFORNIA DISABILITY RIGHTS CALIFORNIA 401(K) PLAN | SACRAMENTO CA | 333 | $42.8M | $370K |
| 3 | FEMG HOLDINGS, LLC FEMG HOLDINGS, LLC 401(K) PLAN |
LAND O LAKES FL |
| 522 |
| $20.1M |
| $102K |
| 4 | BUCCANEERS TEAM LLC TAMPA BAY BUCCANEERS 401(K) SAVINGS PLAN | TAMPA FL | 327 | $40.9M | $85K |
| 5 | ASIAN COMMUNITY CENTER OF SACRAMENTO VALLEY, INC. ASIAN COMMUNITY CENTER OF SACRAMENTO VALLEY 403(B) PLAN | SACRAMENTO CA | 290 | $4.7M | $51K |
| 6 | RESCUE MISSION ALLIANCE OF SYRACUSE, NY RESCUE MISSION 401(K) RETIREMENT BENEFIT PLAN | SYRACUSE NY | 399 | $6.2M | $15K |
| 7 | GLOBE MACHINE MANUFACTURING COMPANY GLOBE MACHINE MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA WA | 136 | $11.2M | $13K |
