Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding PIMCO Low Duration Income Instl PIMCO 0 in their Schedule of Assets, totaling $592K 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 LEVY COMPANY, INC. THE LEVY COMPANY 401(K) PLAN | SELMA TX | 168 | $6.5M | $259K |
| 2 | FUNERAL DIRECTORS LIFE INSURANCE COMPANY DIRECTORS INVESTMENT GROUP INC. 401(K) PLAN | ABILENE TX | 424 | $34.6M | $241K |
| 3 | ROYAL POINCIANA GOLF CLUB ROYAL POINCIANA GOLF CLUB 401(K) RETIREMENT PLAN |
NAPLES FL |
| 190 |
| $19.1M |
| $73K |
| 4 | PORT ROYAL CLUB, INC. PORT ROYAL CLUB, INC. 401(K) PLAN | NAPLES FL | 41 | $7.4M | $9K |
| 5 | ARROW SENIOR LIVING MANAGEMENT, LLC ARROW SENIOR LIVING MANAGEMENT, LLC 401K PLAN | ST CHARLES MO | 2,206 | $9.2M | $8K |
| 6 | SUGARIGHT, LLC SUGARIGHT, LLC 401(K) PLAN | FAIRLESS HILLS PA | 286 | $11.7M | $2K |
