Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Pimco Income Mutual fund in their Schedule of Assets, totaling $31.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MACQUARIE HOLDINGS (U.S.A.) INC. MACQUARIE HOLDINGS (USA) INC. 401(K) PLAN AND TRUST | NEW YORK NY | 2,294 | $720.7M | $14.4M |
| 2 | SALTCHUK RESOURCES, INC. SALTCHUK COMPANIES 401(K) PLAN | SEATTLE WA | 6,166 | $669.8M | $5.3M |
| 3 | CHUGACH ALASKA CORPORATION CHUGACH 401(K) PLAN |
ANCHORAGE AK |
| 4,058 |
| $256.0M |
| $3.0M |
| 4 | CHARLES D. JONES & COMPANY, INC. CHARLES D. JONES & COMPANY, INC. 401(K) PLAN | RIVERSIDE MO | 175 | $14.2M | $1.4M |
| 5 | MINNKOTA POWER COOPERATIVE, INC. MINNKOTA POWER COOPERATIVE, INC. EMPLOYEES PENSION PLAN -PLAN B | GRAND FORKS ND | 380 | $89.5M | $1.3M |
| 6 | JULY BUSINESS SERVICES JULY BUSINESS SERVICES 401(K) PLAN | WACO TX | 234 | $26.2M | $1.1M |
| 7 | NEW JERSEY INSTITUTE FOR DISABILITIES NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN | EDISON NJ | 272 | $37.2M | $698K |
| 8 | ANDREWS MCMEEL UNIVERSAL ANDREWS MCMEEL UNIVERSAL PROFIT SHARING AND 401(K) PLAN | KANSAS CITY MO | 205 | $53.2M | $685K |
| 9 | BOSTON HIGASHI SCHOOL, INC BOSTON HIGASHI SCHOOL RETIREMENT SAVINGS PLAN | RANDOLPH MA | 343 | $33.1M | $666K |
| 10 | EUTAW CONSTRUCTION COMPANY, INC. EUTAW CONSTRUCTION COMPANY, INC. 401(K) PLAN | ABERDEEN MS | 306 | $17.6M | $465K |
