Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Investment Grade Credit Bond Fund Institutional Class in their Schedule of Assets, totaling $721K 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 | ALTURA COMMUNICATON SOLUTIONS, LLC ALTURA COMMUNICATION SOLUTIONS PENSION PLAN FOR CERTAIN UNION REPRESENTED EMPLOYEES | TULSA OK | 9 | $11.8M | $349K |
| 2 | ERGONOMIC GROUP, INC. THE ERGONOMIC GROUP, INC. 401(K) PLAN | JERICHO NY | 116 | $17.6M | $344K |
| 3 | ADVANCED ATOMIZATION TECHNOLOGIES, LLC |
CLYDE NY |
| 342 |
| $47.2M |
| $28K |
