Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Pimco Income R Pooled separate account in their Schedule of Assets, totaling $173K 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 | ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | TEMECULA CA | 208 | $6.0M | $164K |
| 2 | SPHERECOMMERCE, LLC SPHERECOMMERCE LLC 401(K) PLAN | CHICAGO IL | 139 | $14.2M | $6K |
| 3 | JERRY PATE COMPANY JERRY PATE COMPANY RETIREMENT PLAN |
PENSACOLA FL |
| 178 |
| $10.4M |
| $2K |
| 4 | TAPIA BROTHERS TAPIA BROTHERS 401K | MAYWOOD CA | 322 | $4.9M | $1K |
