Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Pimco Institutional Income Fund in their Schedule of Assets, totaling $2.8M 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 | DIVERSIFIED GAS & OIL CORPORATION DGOC EMPLOYEE SAVINGS PLAN | BIRMINGHAM AL | 1,328 | $110.2M | $787K |
| 2 | CAPE FOX SHARED SERVICES CAPE FOX SHARED SERVICES 401K PLAN | CHANTILLY VA | 1,449 | $37.8M | $660K |
| 3 | CAPE FOX SHARED SERVICES CAPE FOX SHARED SERVICES 401(K) PLAN |
MANASSAS VA |
| 1,182 |
| $28.1M |
| $449K |
| 4 | PORT ERIE PLASTICS, INC. PORT ERIE PLASTICS, INC. RETIREMENT PLAN | HARBORCREEK PA | 338 | $18.0M | $441K |
| 5 | THE BREWER COMPANY LLC THE BREWER COMPANY LLC 401(K) SAVINGS PLAN | MENOMONEE FALLS WI | 108 | $9.0M | $278K |
| 6 | UPCHURCH COMPANIES RETIREMENT, LLC UPCHURCH COMPANIES RETIREMENT, LLC 401(K) PLAN | GREENWOOD MS | 437 | $17.3M | $169K |
