Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Pimco PIMCO Income Fund Institutional Class N/R in their Schedule of Assets, totaling $7.3M 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 | AMERESCO, INC. AMERESCO, INC. 401(K) PLAN | FRAMINGHAM MA | 1,318 | $251.6M | $3.1M |
| 2 | SYNERGY55 LLC SYNERGY55 LLC PROFIT SHARING AND SAVINGS PLAN | SCHAUMBURG IL | 764 | $212.8M | $2.0M |
| 3 | ECI SOFTWARE SOLUTIONS, INC. ECI SOFTWARE SOLUTIONS, INC. 401(K) PLAN |
FORT WORTH TX |
| 1,065 |
| $111.4M |
| $823K |
| 4 | CALLMINER, INC. CALLMINER, INC. 401(K) PLAN | WALTHAM MA | 225 | $22.8M | $449K |
| 5 | DFS HOLDING COMPANY, LLC DFS HOLDING COMPANY, LLC 401(K) PLAN | VERNON HILLS IL | 535 | $29.8M | $271K |
| 6 | STEAMPUNK, INC. STEAMPUNK, INC. 401(K) PLAN | MCLEAN VA | 710 | $43.3M | $242K |
| 7 | SPAULDING RIDGE LLC SPAULDING RIDGE 401K PLAN | CHICAGO IL | 305 | $24.8M | $184K |
| 8 | SALSIFY, INC SALSIFY, INC. 401(K) PLAN | BOSTON MA | 273 | $37.5M | $157K |
| 9 | BRILJENT, LLC BRILJENT, LLC 401(K) PLAN | FORT WAYNE IN | 157 | $8.4M | $10K |
