Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Pimco Pimco Income Fund Inst in their Schedule of Assets, totaling $195.2M 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 | INSPERITY HOLDINGS, INC. INSPERITY 401K PLAN | KINGWOOD TX | 177,974 | $9.4B | $166.0M |
| 2 | INSPERITY HOLDINGS, INC. INSPERITY CORPORATE 401K PLAN | KINGWOOD TX | 4,616 | $646.8M | $16.3M |
| 3 | PERFECTION BAKERIES, INC. AUNT MILLIE'S BAKERIES UNION 401(K) SAVINGS PLAN |
FORT WAYNE IN |
| 628 |
| $106.2M |
| $2.1M |
| 4 | ADVANCED TECHNOLOGY SYSTEMS GROUP, LLC ADVANCED TECHNOLOGY SYSTEMS GROUP 401(K) PLAN | TROY MI | 489 | $34.5M | $1.8M |
| 5 | PERFECTION BAKERIES, INC. D/B/A AUNT MILLIE'S BAKERIES AUNT MILLIE'S BAKERIES 401(K) SAVINGS PLAN | FORT WAYNE IN | 1,113 | $85.6M | $1.4M |
| 6 | MARIO TRICOCI HAIR SALON AND DAY SPAS, LLC MARIO TRICOCI 401(K) SAVINGS PLAN | PALATINE IL | 990 | $54.8M | $1.3M |
| 7 | SANDY ALEXANDER, INC. SANDY ALEXANDER, INC. RETIREMENT SAVINGS PLAN | CLIFTON NJ | 312 | $31.3M | $1.2M |
| 8 | EMPIRE AIRLINES INC. EMPIRE AIRLINES, INC. 401 (K) PROFIT SHARING PLAN | HAYDEN ID | 282 | $29.9M | $623K |
| 9 | COMPLETE OFFICE, LLC COMPLETE OFFICE 401(K) PLAN AND TRUST | GERMANTOWN WI | 1,245 | $73.9M | $527K |
| 10 | SEAPORT GLOBAL HOLDINGS, LLC SEAPORT GLOBAL HOLDINGS, LLC 401(K) PLAN | NEW YORK NY | 236 | $41.6M | $526K |
