Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIMCO Investments PIMCO Income Fund Institutional Class N/R in their Schedule of Assets, totaling $1.5M 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 | ACUITY EYECARE HOLDINGS, LLC AEG VISION 401(K) PLAN | DALLAS TX | 4,353 | $102.4M | $1.2M |
| 2 | CARMA LABORATORIES, INC. CARMA LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | FRANKLIN WI | 248 | $16.4M | $301K |
