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 Inst in their Schedule of Assets, totaling $870K 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 | NATIONAL RESILIENCE, INC. NATIONAL RESILIENCE, INC. 401(K) PLAN | SAN DIEGO CA | 1,445 | $118.6M | $594K |
| 2 | WORLD EDUCATION SERVICES, INC. WORLD EDUCATION SERVICES, INC. 403(B) TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 269 | $38.5M | $131K |
| 3 | DETROIT COUNTRY DAY SCHOOL |
BEVERLY HILLS MI |
| 286 |
| $105.9M |
| $104K |
| 4 | WORLD EDUCATION SERVICES, INC. WORLD EDUCATION SERVICES, INC. 401(A) DC PLAN | NEW YORK NY | 262 | $17.1M | $41K |
