Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Pimco Investments LLC Pimco Income Instl in their Schedule of Assets, totaling $3.1M 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 | PREMIER IMAGING VENTURES, LLC DBA LUCIDHEALTH LUCIDHEALTH 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 467 | $325.4M | $2.0M |
| 2 | AUGUSTA ENT, P.C. AUGUSTA ENT, P.C. 401(K) PROFIT SHARING PLAN | EVANS GA | 189 | $34.1M | $483K |
| 3 | FUTURE TECHNOLOGIES, INC. FUTURE TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN |
FAIRFAX VA |
| 248 |
| $17.0M |
| $323K |
| 4 | STORAGE SOLUTIONS, INC. STORAGE SOLUTIONS, INC. 401(K) PLAN | WESTFIELD IN | 179 | $15.9M | $95K |
| 5 | ARTHUR SCHUMAN INC. ARTHUR SCHUMAN INC. 401(K) PROFIT SHARING PLAN | FAIRFIELD NJ | 415 | $29.0M | $73K |
| 6 | SKJODT-BARRETT CONTRACT PACKAGING, LLC SKJODT-BARRETT CONTRACT PACKAGING LLC 401(K) PLAN | LEBANON IN | 213 | $2.9M | $59K |
| 7 | CHANGE ACADEMY AT LAKE OF THE OZARKS, LLC EMBARK BEHAVIORAL HEALTH 401(K) PLAN | CHANDLER AZ | 1,356 | $16.3M | $53K |
