Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Pimco Income R Mutual Fund in their Schedule of Assets, totaling $698K 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 | SUPPLY NEW ENGLAND, INC. SUPPLY NEW ENGLAND, INC. EMPLOYEE RETIREMENT TRUST PLAN | ATTLEBORO MA | 150 | $14.2M | $560K |
| 2 | FAMILY & CHILDREN'S AGENCY, INC. FAMILY & CHILDREN'S AGENCY, INC. 401(K) PLAN | NORWALK CT | 171 | $9.2M | $103K |
| 3 | ARMY RETIREMENT RESIDENCE FOUNDATION SAN ANTONIO INC. |
SAN ANTONIO TX |
| 374 |
| $5.7M |
| $25K |
| 4 | SOUTHEAST FOODS LLC SOUTHEAST FOODS LLC 401(K) PROFIT SHARING PLAN & TRUST | MONROE LA | 210 | $19.5M | $8K |
| 5 | DELL RETIREMENT SERVICES, INC SHANNONDELL 401(K) PLAN | AUDUBON PA | 544 | $18.2M | $2K |
