Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Pimco Low Duration Income Fund Mutual fund in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SAGE PUBLICATIONS, INC. SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN | THOUSAND OAKS CA | 718 | $149.8M | $1.2M |
| 2 | HOME FRANCHISE CONCEPTS, LLC HOME FRANCHISE CONCEPTS RETIREMENT SAVINGS PLAN | IRVINE CA | 258 | $19.4M | $40K |
| 3 | FRANKLIN CORPORATION FRANKLIN CORPORATION 401(K) PLAN |
HOUSTON MS |
| 690 |
| $12.6M |
| $21K |