Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding PIMCO Investment Grade Credit Bond Inst Mutual fund in their Schedule of Assets, totaling $2.5M 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 | UNITED WAY OF CENTRAL ALABAMA, INC. DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF CENTRAL ALABAMA, INC. | BIRMINGHAM AL | 151 | $12.1M | $2.1M |
| 2 | MAS BUILDING & BRIDGE, INC. MAS BUILDING & BRIDGE, INC. RETIREMENT PLAN | NORFOLK MA | 170 | $15.4M | $330K |
| 3 | ENVIRONMENTAL DESIGN & RESEACH LANDSCAPE ARCHITECTURE ENGINEERING & EN |
ROCHESTER NY |
| 236 |
| $16.5M |
| $48K |
| 4 | THE WHITESTONE GROUP, INC. WHITESTONE GROUP 401K PLAN | REYNOLDSBURG OH | 418 | $5.5M | $22K |
| 5 | DUTCH OPHTHALMIC USA, INC. DUTCH OPHTHALMIC USA, INC./MICROVISION, INC. 401(K) PLAN | EXETER NH | 92 | $6.7M | $11K |
