Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 323 U.S. retirement plans report holding Pimco Income Instl - in their Schedule of Assets, totaling $209.2M 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 | BOARD OF DIRECTORS OF THE IBEW LOCALS' SAVING & RETIREMENT GROUP TRUST INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN | IRVINGTON NY | 348 | $742.0M | $18.4M |
| 2 | MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH AND DULY HEALTH AND CARE 401(K) PLAN | DOWNERS GROVE IL | 6,585 | $1.1B | $17.0M |
| 3 |
MINNEAPOLIS MN |
| 407 |
| $194.3M |
| $15.5M |
| 4 | EDUSERVE, INC. EDUSERVE/CSUSA RETIREMENT PLAN | FT LAUDERDALE FL | 7,804 | $84.0M | $8.8M |
| 5 | BARD, RAO & ATHANAS CONSULTING ENGINEERS, LLC BARD, RAO & ATHANAS CONSULTING ENGINEERS, LLC 401(K) PLAN | BOSTON MA | 477 | $106.7M | $5.6M |
| 6 | ELEMENT MATERIALS TECHNOLOGY HOLDING USA INC. ELEMENT SAVINGS AND INVESTMENT PLAN | HUNTINGTON BEACH CA | 3,289 | $341.3M | $4.7M |
| 7 | JASON GROUP INC. JASON EMPLOYEE SAVINGS & PROFIT SHARING PLAN | RICHMOND IN | 688 | $58.9M | $4.6M |
| 8 | GI ASSOCIATES, LLC GI ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST 006 GIS | MILWAUKEE WI | 300 | $63.2M | $4.5M |
| 9 | FJ MANAGEMENT INC. FJ MANAGEMENT INC. 401(K) PLAN | SALT LAKE CITY UT | 12,091 | $278.6M | $3.9M |
| 10 | ORTHOPEDIC ONE, INC. ORTHOPEDIC ONE, INC. 401(K) PLAN | WESTERVILLE OH | 699 | $152.0M | $3.7M |
