Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Pimco Income Fund - mutual fund in their Schedule of Assets, totaling $18.5M 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 | OPPENHEIMER & CO. INC OPPENHEIMER & CO. INC. 401(K) PLAN | NEW YORK NY | 2,914 | $700.1M | $17.7M |
| 2 | WEST TECHNOLOGY GROUP, LLC WEST TECHNOLOGY GROUP, LLC 401(K) RETIREMENT PLAN | ISLANDIA NY | 1,626 | $214.5M | $666K |
| 3 | THE CEMENTWORKS, LLC THE BLOC 401(K) PLAN |
NEW YORK NY |
| 118 |
| $21.7M |
| $163K |