Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Pimco Income R in their Schedule of Assets, totaling $1.4M 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 | CLEARCAPITAL.COM, INC. CLEARCAPITAL 401(K) PLAN | RENO NV | 288 | $33.2M | $406K |
| 2 | PATRICK K WILLIS COMPANY INC P K WILLIS COMPANY INC 401K PLAN | EL DORADO HILLS CA | 302 | $7.7M | $251K |
| 3 | FMA ALLIANCE, LTD FMA ALLIANCE, LTD 401K & PROFIT SHARING PLAN |
HOUSTON TX |
| 290 |
| $5.0M |
| $141K |
| 4 | MOTIVATIONAL SYSTEMS, INC. MOTIVATIONAL SYSTEMS, INC. 401(K) RETIREMENT PLAN | NATIONAL CITY CA | 103 | $11.7M | $99K |
| 5 | SIOUX FALLS CHRISTIAN SCHOOLS ASSOCIATION SIOUX FALLS CHRISTIAN SCHOOLS ASSOCIATION 401(K) PLAN | SIOUX FALLS SD | 148 | $4.8M | $62K |
| 6 | EMERALD TEXTILES, SAN DIEGO, LLC EMERALD TEXTILES, SAN DIEGO LLC 401(K) PLAN | SAN DIEGO CA | 1,040 | $6.5M | $58K |
| 7 | VILLA OF HOPE VILLA OF HOPE RETIREMENT PLAN | ROCHESTER NY | 221 | $7.3M | $52K |
| 8 | HOUSE WORKS LLC HOUSE WORKS LLC 401(K) PLAN | WOBURN MA | 11,844 | $7.2M | $44K |
| 9 | AMERICAS FLOOR SOURCE AMERICA'S FLOOR SOURCE PROFIT SHARING PLAN | COLUMBUS OH | 466 | $15.6M | $40K |
| 10 | 3SHAPE, INC. 3SHAPE, INC. 401(K) PLAN | NEW PROVIDENCE NJ | 70 | $7.0M | $37K |
