Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIMCO Investment Grade Credit Bond Fund Institutional Mutual fund in their Schedule of Assets, totaling $83.2M 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 | BD OF TRUSTEES LOC. 804 & LOC. 447 MULTI-EMPLOYER RET. PLAN LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN | ATLANTA GA | 5,733 | $2.4B | $83.2M |
| 2 | MINTZER SAROWITZ ZERIS & WILLIS, PLLC MINTZER, SAROWITZ, ZERIS, LEDVA & MEYERS, LLP 401(K) PLAN | PHILADELPHIA PA | 117 | $20.4M | $49K |
