Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO Pimco Income Fund Institutional Class N/A in their Schedule of Assets, totaling $2.8M 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 | PGNA, INC. PGNA, INC. SAVINGS PLAN | CRANBERRY TWP PA | 515 | $49.3M | $2.5M |
| 2 | AMERICAN SOCIETY OF HEMATOLOGY AMERICAN SOCIETY OF HEMATOLOGY 403(B) PLAN | WASHINGTON DC | 149 | $54.0M | $309K |
| 3 | BUILTWELL BANCORP INC. BUILTWELL BANCORP INC. 401(K) PLAN |
CHATTANOOGA TN |
| 246 |
| $22.0M |
| $53K |
| 4 | TECHNIKS HOLDING, LLC TECHNIKS, LLC 401(K) PLAN | INDIANAPOLIS IN | 81 | $8.9M | $8K |
