Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO PIMCO Diversified Income Fund; Institutional Class in their Schedule of Assets, totaling $5.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SSOE, INC. SSOE, INC. PROFIT SHARING AND SAVINGS PLAN AND TRUST | TOLEDO OH | 1,325 | $285.8M | $4.4M |
| 2 | BRAZEWAY, LLC BRAZEWAY SAVINGS PLAN | ADRIAN MI | 243 | $55.1M | $674K |
| 3 | BESTWAY MOTOR LINES, INC. BRYAN SYSTEMS RETIREMENT SAVINGS PLAN |
MONTPELIER OH |
| 113 |
| $7.1M |
| $412K |
| 4 | PERFECTION SERVO HYDRAULICS, INC. PERFECTION SERVO HYDRAULICS, INC. 401(K) AND PROFIT SHARING PLAN | BATAVIA IL | 107 | $19.3M | $71K |
