Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIMCO Investments LLC PIMCO Income Fund; Institutional Class in their Schedule of Assets, totaling $1.6M 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 | NOVASPECT, INC. NOVASPECT, INC. 401(K) PLAN | SCHAUMBURG IL | 496 | $112.1M | $1.5M |
| 2 | TOTES ISOTONER CORPORATION TOTES ISOTONER CORPORATION RETIREMENT SAVINGS PLAN | CINCINNATI OH | 137 | $39.2M | $112K |
