Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Pimco Investment Grade Credit Bond Mutual Fund in their Schedule of Assets, totaling $247.4M 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 | KPMG LLP KPMG PARTNER PENSION PLAN | MONTVALE NJ | 2,262 | $1.9B | $242.2M |
| 2 | NOLAND HEALTH SERVICES, INC. NOLAND HEALTH SERVICES RETIREMENT INCOME PLAN | BIRMINGHAM AL | 148 | $39.3M | $5.0M |
| 3 | T2 FINANCIAL LLC T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST |
WESTERVILLE OH |
| 830 |
| $15.7M |
| $54K |
| 4 | B & F MACHINE CO INC B & F MACHINE CO INC 401(K) PROFIT SHARING PLAN | NEW BRITAIN CT | 228 | $20.6M | $36K |
| 5 | SOCIETY FOR HANDICAPPED CITIZENS OF MEDINA COUNTY,INC. SOCIETY FOR HANDICAPPED CITIZENS OF MEDINA COUNTY, INC. 403(B) PLAN | SEVILLE OH | 151 | $4.4M | $28K |
| 6 | QUALITY PACKAGING SPECIALISTS INTERNATIONAL, LLC QUALITY PACKAGING SPECIALISTS INTERNATIONAL, LLC 401(K) SAVINGS PLAN | BURLINGTON NJ | 503 | $7.7M | $22K |
| 7 | FRESNO POLICE OFFICERS ASSOCIATION FRESNO POLICE OFFICERS ASSOCIATION LEGAL DEFENSE PROGRAM | FRESNO CA | 859 | $861K | $15K |
