Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Pimco Income Instl Shares of registered investment companies in their Schedule of Assets, totaling $1.4M 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 | CALVETTI FERGUSON, LLC CALVETTI FERGUSON 401(K) PROFIT SHARING PLAN | HOUSTON TX | 151 | $13.2M | $462K |
| 2 | NATIVE AMERICAN YOUTH AND FAMILY CENTER NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN | PORTLAND OR | 140 | $5.0M | $385K |
| 3 | THE LINUX FOUNDATION THE LINUX FOUNDATION 401(K) PLAN |
SAN FRANCISCO CA |
| 253 |
| $76.3M |
| $343K |
| 4 | NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN | PORTLAND OR | 104 | $25.5M | $177K |
