Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding PIMCO INV GR CRED BD I in their Schedule of Assets, totaling $7.7M 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 | ST INTERNATIONAL, INC. ST INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN & TRUST | MASON OH | 190 | $48.5M | $2.1M |
| 2 | LIPSITZ GREEN SCIME CAMBRIA, LLP LIPSITZ GREEN SCIME CAMBRIA, LLP 401(K) PLAN | BUFFALO NY | 129 | $81.4M | $1.3M |
| 3 | DAVIDS BRIDAL, INC. DAVID'S BRIDAL 401(K) RETIREMENT PLAN |
CONSHOHOCKEN PA |
| 13,742 |
| $66.5M |
| $960K |
| 4 | EXELA PHARMA SCIENCES, LLC EXELA PHARMA SCIENCES, LLC 401(K) SAFE HARBOR PLAN | LENOIR NC | 433 | $15.8M | $395K |
| 5 | CARLSON CAPITAL, L.P. CARLSON CAPITAL, L.P. 401(K) PLAN | DALLAS TX | 29 | $33.1M | $388K |
| 6 | KERRY FORD INC KERRY FORD INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | CINCINNATI OH | 335 | $15.0M | $341K |
| 7 | ENDEMOL USA, INC. ENDEMOL USA, INC. 401(K) P/S PLAN | NORTH HOLLYWOOD CA | 132 | $30.5M | $269K |
| 8 | SALEM TOOLS, INC. SALEM TOOLS, INC. 401(K) PLAN | SALEM VA | 72 | $15.2M | $256K |
| 9 | BULKMATIC TRANSPORT COMPANY BULKMATIC 401(K) RETIREMENT SAVINGS PLAN | GRIFFITH IN | 606 | $39.7M | $243K |
| 10 | MYSTIC STAMP CO., INC. MYSTIC STAMP CO., INC. EMPLOYEE PENSION PLAN | CAMDEN NY | 93 | $17.2M | $227K |
