Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding PIMCO International Bond USD-Hdg Instl Mutual Fund in their Schedule of Assets, totaling $1.6M 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 | QUALITY VISION INTERNATIONAL INC. QVI PROFIT SHARING RETIREMENT PLAN | ROCHESTER NY | 272 | $19.5M | $862K |
| 2 | WHEELER TRUCKING, INC. WHEELER TRUCKING, INC. 401(K) PLAN | FLUSHING MI | 368 | $9.0M | $211K |
| 3 | QUANTUM WORKPLACE QUANTUM WORKPLACE 401(K) PROFIT SHARING PLAN |
OMAHA NE |
| 115 |
| $11.3M |
| $110K |
| 4 | SAN GABRIEL TRANSIT, INC. AND AFFILIATES SAN GABRIEL TRANSIT & AFFILIATES 401(K) RETIREMENT PLAN | EL MONTE CA | 974 | $1.0M | $85K |
| 5 | UNIVERSITY PHYSICIANS ASSOCIATION INC UPA 401(K) SAVINGS PLAN | KNOXVILLE TN | 1,075 | $39.6M | $79K |
| 6 | EVERGREEN RECYCLING, LLC EVERGREEN RECYCLING, LLC 401(K) PLAN | HOUSTON TX | 358 | $7.1M | $77K |
| 7 | DAYSMART SOFTWARE, LLC DAYSMART SOFTWARE, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ANN ARBOR MI | 287 | $16.6M | $51K |
| 8 | ARMSTRONG TRANSPORT GROUP, LLC ARMSTRONG TRANSPORT GROUP RETIREMENT PLAN | CHARLOTTE NC | 291 | $6.8M | $44K |
| 9 | EZCORP, INC. EZCORP, INC. 401(K) PLAN AND TRUST | ROLLINGWOOD TX | 3,366 | $52.4M | $22K |
| 10 | GENOVA BURNS LLC GENOVA BURNS LLC 401(K)/PROFIT SHARING PLAN | NEWARK NJ | 104 | $15.8M | $19K |
