Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Pimco Pimco Income Fund Instl in their Schedule of Assets, totaling $1.5M 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 | OLD HARBOR NATIVE CORPORATION OLD HARBOR PROFIT SHARING 401(K) PLAN | ANCHORAGE AK | 2,204 | $61.4M | $713K |
| 2 | DOUGLAS ELECTRIC & LIGHTING, INC. DEL ELECTRIC 401(K) PLAN | HUNT VALLEY MD | 90 | $8.5M | $282K |
| 3 | PUGH LUBRICANTS LLC CADENCE PETROLEUM GROUP EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN |
ASHEBORO NC |
| 481 |
| $34.1M |
| $216K |
| 4 | BATH SAVER, INC. BATH SAVER, INC. 401(K) PLAN | LEWISBERRY PA | 552 | $15.0M | $141K |
| 5 | MASHURA LLC MASHURA LLC 401(K) PLAN | PHOENIX AZ | 98 | $6.1M | $72K |
| 6 | CNS HEALTHCARE CNS HEALTHCARE 403(B) PLAN | NOVI MI | 422 | $18.5M | $71K |
| 7 | SPONSORS FOR EDUCATIONAL OPPORTUNITY SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) PLAN | NEW YORK NY | 247 | $19.6M | $20K |
| 8 | IAN MARTIN PBC IAN MARTIN PBC 401K PLAN | HOUSTON TX | 400 | $2.1M | $3K |
