Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Investments, LLC PIMCO Income Fund in their Schedule of Assets, totaling $2.4M 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 | WILSON BANK & TRUST COMPANY WILSON BANK AND TRUST COMPANY 401(K) PLAN | LEBANON TN | 613 | $91.1M | $1.5M |
| 2 | CATTRON NORTH AMERICA CATTRON NORTH AMERICA 401(K) PLAN | WARREN OH | 179 | $20.4M | $567K |
| 3 | SBM OFFSHORE USA, INC. SBM OFFSHORE USA, INC. SAVINGS AND RETIREMENT PLAN |
HOUSTON TX |
| 29 |
| $88.0M |
| $320K |
