Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO Income Mutual fund N/A in their Schedule of Assets, totaling $230K 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 | AGSTATE UBG 401(K) - AGSTATE | ALBERT CITY IA | 200 | $14.0M | $72K |
| 2 | COMMUNITY HOSPITAL ASSOC INC WICKENBURG COMMUNITY HOSPITAL 403(B) RETIREMENT PLAN | WICKENBURG AZ | 269 | $6.4M | $54K |
| 3 | MID-KANSAS COOPERATIVE ASSOCIATION UBG 401(K) - MKC |
MOUNDRIDGE KS |
| 460 |
| $16.0M |
| $53K |
| 4 | ROSEN'S DIVERSIFIED, INC. ROSEN'S DIVERSIFIED UNION EMPLOYEES 401(K) RETIREMENT PLAN | EAGAN MN | 479 | $2.6M | $50K |
