Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding Pimco PIMCO Inc Instl in their Schedule of Assets, totaling $63.7M 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 | BEACON HEALTH SYSTEM, INC. BEACON RETIREMENT SAVINGS 403(B) PLAN | SOUTH BEND IN | 7,860 | $694.9M | $19.0M |
| 2 | ENDURANCE U.S. HOLDINGS CORP. ENDURANCE 401K PLAN | ALPHARETTA GA | 2,825 | $662.7M | $8.6M |
| 3 | TOYOTA BOSHOKU AMERICA, INC. TOYOTA BOSHOKU AMERICA, INC. 401(K) PROFIT SHARING PLAN & TRUST |
ERLANGER KY |
| 4,244 |
| $233.1M |
| $3.7M |
| 4 | VON BRIESEN & ROPER, S.C. VON BRIESEN & ROPER S.C. 401K PROFIT SHARING PLAN | MILWAUKEE WI | 300 | $171.2M | $3.4M |
| 5 | PFI HOLDING COMPANY, LLC PFI HOLDING COMPANY, LLC RETIREMENT PLAN | HAZELWOOD MO | 323 | $20.0M | $2.5M |
| 6 | ORACLE FINANCIAL SERVICES SOFTWARE, INC. ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER NJ | 295 | $91.4M | $2.3M |
| 7 | HUMANGOOD NORCAL HUMANGOOD 401(K) PLAN | DUARTE CA | 5,450 | $157.8M | $2.2M |
| 8 | ASCENT AEROSPACE HOLDINGS, LLC ASCENT AEROSPACE HOLDINGS, LLC 401(K) PLAN | MACOMB TOWNSHIP MI | 491 | $90.2M | $2.2M |
| 9 | CACHE CREEK CASINO RESORT CACHE CREEK 401(K) PLAN | BROOKS CA | 1,994 | $127.1M | $2.0M |
| 10 | SUN RIVER HEALTH, INC. SUN RIVER HEALTH, INC. 403(B) RETIREMENT PLAN | PEEKSKILL NY | 1,894 | $156.7M | $1.6M |
