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 Instl in their Schedule of Assets, totaling $2.5M 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 | COLORDYNAMICS, INC. COLORDYNAMICS, INC. 401(K) PROFIT SHARING PLAN | ALLEN TX | 149 | $16.8M | $2.4M |
| 2 | PEAK VISTA COMMUNITY HEALTH CENTERS PEAK VISTA COMMUNITY HEALTH CENTERS 403(B) PLAN | COLORADO SPRINGS CO | 747 | $40.9M | $60K |