Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Pimco Pimco Income Fund Institutional Class in their Schedule of Assets, totaling $14.0M 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 | ON SEMICONDUCTOR CORPORATION ONSEMI 401(K) PLAN | SCOTTSDALE AZ | 3,995 | $1.2B | $12.3M |
| 2 | LEOPARDO COMPANIES, INC. LEOPARDO COMPANIES, INC. 401(K) SAVINGS PLAN | HOFFMAN ESTATES IL | 364 | $51.6M | $694K |
| 3 | CHARGEURS PROTECTIVE INC CHARGEURS PROTECTIVE INC 401(K) PROFIT SHARING PLAN & TRUST |
TROY OH |
| 153 |
| $16.0M |
| $280K |
| 4 | BLUE RACER MIDSTREAM, LLC BLUE RACER MIDSTREAM 401(K) PLAN | DALLAS TX | 180 | $20.5M | $241K |
| 5 | SENTAR, INC. SENTAR, INC. 401(K) PLAN RETIREMENT PLAN | HUNTSVILLE AL | 295 | $36.3M | $176K |
| 6 | THE WILLIAMS COMPANIES, INC. BLUE RACER MIDSTREAM 401(K) PLAN | TULSA OK | 213 | $26.2M | $141K |
| 7 | ALTIVIA INVESTMENTS, LLC ALTIVIA 401(K) PLAN | HOUSTON TX | 380 | $22.5M | $80K |
| 8 | AGILITY RECOVERY SOLUTIONS, INC. AGILITY RECOVERY SOLUTIONS, INC. 401(K) PLAN | DENVER CO | 132 | $5.2M | $36K |
| 9 | CONQUEST COMPLETION SERVICES, LL CONQUEST COMPLETION SERVICES 401(K) PLAN | HOUSTON TX | 159 | $3.5M | $27K |
| 10 | ADMN SERVICES, LLC ADMN SERVICES, LLC 401(K) PROFIT SHARING PLAN | VICTORIA TX | 644 | $1.1M | $5K |
