Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding PIMCO PIMCO Income Fund; I in their Schedule of Assets, totaling $4.7M 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 | LOGS LEGAL GROUP LLP LOGS LEGAL NETWORK 401(K) PLAN | BANNKOCKBURN IL | 478 | $42.1M | $2.4M |
| 2 | MAGNOLIA RIVER INTERNATIONAL MAGNOLIA RIVER INTERNATIONAL 401(K) PLAN | HARTSELLE AL | 755 | $43.0M | $828K |
| 3 | TRUVANT TRUVANT 401(K) PROFIT SHARING PLAN |
PRAIRIE DU CHIEN WI |
| 746 |
| $15.3M |
| $751K |
| 4 | MAGNOLIA RIVER SERVICES, INC. MAGNOLIA RIVER 401(K) PLAN | DECATUR AL | 889 | $28.9M | $376K |
| 5 | INFIRST BANK INFIRST BANK 401(K) PROFIT SHARING PLAN | INDIANA PA | 113 | $11.5M | $309K |
| 6 | ASCENDHR, LLC. ASCENDHR RETIREMENT SAVINGS PLAN | BECKLEY WV | 330 | $4.9M | $47K |
| 7 | IMG USA, INC. DBA IMPERIAL MANUFACTURING GROUP IMG USA, INC. 401(K) PLAN | ALTON FL | 206 | $4.3M | $14K |