Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding PIMCO Inv Gd Credi Bd Instl Fd in their Schedule of Assets, totaling $16.7M 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 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,564 | $245.7M | $9.7M |
| 2 | HUMBOLDT PARK HEALTH HUMBOLDT PARK HEALTH RETIREMENT PLAN | CHICAGO IL | 49 | $22.8M | $2.5M |
| 3 | UFTRING CHEVROLET, INC. UFTRING AUTOMOTIVE GROUP 401(K) PLAN AND TRUST |
WASHINGTON IL |
| 306 |
| $25.2M |
| $1.5M |
| 4 | BEACON CREDIT UNION BEACON CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | WABASH IN | 171 | $35.5M | $1.1M |
| 5 | DTN MANAGEMENT COMPANY DTN MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | LANSING MI | 237 | $27.7M | $899K |
| 6 | TEAM RONCO INCORPORATED RONCO EMPLOYEES 401(K) SAVINGS PLAN | CLAYTON NC | 137 | $31.1M | $505K |
| 7 | INTERCARE COMMUNITY HEALTH NETWORK INTERCARE COMMUNITY HEALTH NETWORK 401(K) RETIREMENT PLAN | BANGOR MI | 360 | $18.5M | $372K |
| 8 | CABELL HUNTINGTON HOSPITAL, INC. CABELL HUNTINGTON HOSPITAL, INC. NON-BARGAINING 401(K) RETIREMENT PLAN | HUNTINGTON WV | 2,195 | $125.1M | $65K |
| 9 | A123 SYSTEMS LLC A123 SYSTEMS LLC 401(K) PLAN | NOVI MI | 105 | $25.3M | $25K |
| 10 | LAFAYETTE FEDERAL CREDIT UNION LAFAYETTE FEDERAL CREDIT UNION 401(K) PLAN | ROCKVILLE MD | 193 | $29.9M | $4K |
