Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding PIMCO Pimco Income Fund Institutional in their Schedule of Assets, totaling $45.3M 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 | BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUST NORTHERN CALIFORNIA PIPE TRADES SUPPLEMENTAL 401(K) RETIREMENT PLAN | CONCORD CA | 2,299 | $568.6M | $32.5M |
| 2 | THE MENTHOLATUM COMPANY THE MENTHOLATUM COMPANY PENSION PLAN FOR EMPLOYEES EMPLOYED IN THE UNITED STATES OF AMERICA | ORCHARD PARK NY | 42 | $33.0M | $5.9M |
| 3 |
AUBURN HILLS MI |
| 2,572 |
| $166.8M |
| $1.4M |
| 4 | THE NEW YORK BLOWER COMPANY THE NEW YORK BLOWER COMPANY PROFIT SHARING PLAN AND TRUST | WILLOWBROOK IL | 567 | $73.2M | $889K |
| 5 | MOUNT SAINT MARY'S UNIVERSITY MOUNT SAINT MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | EMMITSBURG MD | 1,034 | $104.3M | $827K |
| 6 | MOUNT SAINT MARY'S UNIVERSITY MOUNT SAINT MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | EMMITSBURG MD | 1,044 | $97.8M | $813K |
| 7 | HACKLEY SCHOOL HACKLEY SCHOOL 403(B) DC AND TDA PLAN | TARRYTOWN NY | 265 | $109.1M | $588K |
| 8 | POWER-FLO TECHNOLOGIES, INC. UNITED ELECTRIC POWER 401(K) PLAN | GARDEN CITY PARK NY | 254 | $19.3M | $314K |
| 9 | ARRO HOLDINGS, LLC ARRO HOLDINGS, LLC 401(K) PLAN | LITITZ PA | 145 | $11.1M | $276K |
| 10 | CAVALRY INVESTMENTS, LLC CAVALRY INVESTMENTS, LLC 401(K) PLAN | GREENWICH CT | 280 | $21.3M | $230K |
