Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Pimco Investment Grade Credit Bond Fund - in their Schedule of Assets, totaling $4.0M 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 | SEMMANAGEMENT, L.L.C. EMPLOYEES' RETIREMENT PLAN OF HOUSTON FUEL OIL TERMINAL COMPANY | HOUSTON TX | 65 | $22.1M | $1.1M |
| 2 | DICKSON MEDICAL ASSOCIATES P.C. DICKSON MEDICAL ASSOCIATES PROFIT SHARING PLAN | DICKSON TN | 358 | $27.2M | $1.1M |
| 3 | THE WILLIAMSON GROUP, INC. |
LOUISVILLE KY |
| 101 |
| $24.1M |
| $389K |
| 4 | CLINICA FAMILY HEALTH CLINICA FAMILY HEALTH 403(B) PLAN | LAFAYETTE CO | 525 | $33.8M | $377K |
| 5 | JACK RUBIN & SONS, INC. JACK RUBIN & SONS, INC. DEFINED BENEFIT PENSION PLAN | COMPTON CA | 50 | $4.6M | $279K |
| 6 | JD YOUNG COMPANY, INC. JD YOUNG COMPANY, INC. 401(K) RETIREMENT PLAN | TULSA OK | 115 | $11.1M | $231K |
| 7 | EPWORTH LIVING, INC. EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN | OKLAHOMA CITY OK | 326 | $5.1M | $155K |
| 8 | FIRST PROTOCOL, INC. FIRST 401(K) PLAN | NEW YORK NY | 491 | $27.6M | $112K |
| 9 | UNITED STATES SUGAR SAVANNAH REFINERY LLC IMPERIAL SUGAR COMPANY RETIREMENT PLAN | CLEWISTON FL | 0 | $2.2M | $107K |
| 10 | OVG SPECTRA HOLDCO, LLC OVG360 401(K) PLAN | PHILADELPHIA PA | 14,605 | $95.2M | $58K |
