Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Pimco Income Registered Investment Company in their Schedule of Assets, totaling $57.6M 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 | LIBERTY MUTUAL GROUP INC. LIBERTY MUTUAL 401(K) PLAN | BOSTON MA | 31,562 | $11.4B | $54.5M |
| 2 | DONOR NETWORK WEST DONOR NETWORK WEST RETIREMENT PLAN | SAN RAMON CA | 440 | $57.7M | $1.7M |
| 3 | MICHIGAN ORTHOPAEDIC SURGEONS, PLLC MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN |
SOUTHFIELD MI |
| 371 |
| $46.5M |
| $779K |
| 4 | PROVIDENT TITLE COMPANY PROVIDENT TITLE COMPANY 401(K) PROFIT SHARING PLAN & TRUST | ENCINO CA | 94 | $13.7M | $311K |
| 5 | USTC UNITED STATES TECHNOLOGIES COMMUNICATIONS CORP USTC GROUP 401(K) PLAN | EDISON NJ | 347 | $21.1M | $190K |
| 6 | PEDIATRIC ASSOCIATES HOLDING COMPANY PEDIATRIC ASSOCIATES, LLC RETIREMENT SAVINGS PLAN | PLANTATION FL | 915 | $9.1M | $62K |
| 7 | WESTMORELAND MECHANICAL TESTING AND RESEARCH WESTMORELAND MECHANICAL TESTING AND RESEARCH PROFIT SHARING PLAN | YOUNGSTOWN PA | 176 | $13.3M | $31K |
| 8 | INDUSTRIAL COMMERCIAL SYSTEMS, INDUSTRIAL COMMERCIAL SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST | VISTA CA | 107 | $5.2M | $12K |
