Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Investments PIMCO Income Institutional Fund in their Schedule of Assets, totaling $2.0M 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 | THE RAND CORPORATION RETIREE GROUP MEDICAL BENEFITS PLAN | SANTA MONICA CA | 0 | $27.5M | $2.0M |
| 2 | PIONEER LINES, INC. PIONEER LINES, INC. 401(K) PLAN | JACKSONVILLE FL | 0 | $0 | $31K |
| 3 | RAINFOCUS, LLC RAINFOCUS, LLC 401(K) PLAN |
| 350 |
| $25.2M |
| $19K |
