Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Pimco PIMCO Diversified Inc Instl N/R in their Schedule of Assets, totaling $3.0M 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 | NOVOLEX HOLDINGS, LLC NOVOLEX HOLDINGS, LLC 401(K) PLAN | HARTSVILLE SC | 6,230 | $385.3M | $2.8M |
| 2 | SYMPHONY CORPORATION SYMPHONY CORPORATION RETIREMENT SAVINGS PLAN | MADISON WI | 105 | $9.8M | $162K |
| 3 | SURLY BREWING CO. SURLY BREWING CO. 401(K) PLAN |
BROOKLYN CENTER MN |
| 291 |
| $5.9M |
| $33K |
