Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Pimco PIM RAE US SM I 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALITHYA USA, INC. ALITHYA USA, INC. 401(K) SAVINGS PLAN | ALPHARETTA GA | 511 | $115.0M | $999K |
| 2 | KEWAUNEE SCIENTIFIC CORP. 401(K) INCENTIVE SAVINGS PLAN FOR SALARIED AND HOURLY EMPLOYEES OF KEWAUNEE SCIENTIFIC CORPORATION | STATESVILLE NC | 524 | $50.8M | $514K |
| 3 | MONTERRA CREDIT UNION |
REDWOOD CITY CA |
| 217 |
| $43.6M |
| $248K |
| 4 | DRIVEWEALTH HOLDINGS, INC. DRIVEWEALTH 401(K) PLAN | NEW YORK NY | 264 | $16.8M | $197K |
| 5 | INTEROPERABILITY BIDCO, INC. INTEROPERABILITY BIDCO, INC. 401(K) PLAN | BOSTON MA | 215 | $33.6M | $85K |
