Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 113 U.S. retirement plans report holding Pimco Pimco Income Fund - in their Schedule of Assets, totaling $53.5M 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 | WELLMARK, INC. NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC. | DES MOINES IA | 1,340 | $234.8M | $5.3M |
| 2 | COMMUNITY BLOOD CENTER, ALSO DBA COMMUNITY TISSUE SERVICES CBC/CTS 401K PLAN | DAYTON OH | 1,005 | $79.1M | $4.4M |
| 3 | MORTGAGE BANKERS ASSOCIATION |
WASHINGTON DC |
| 158 |
| $77.5M |
| $2.5M |
| 4 | FALCK USA, INC. FALCK USA, INC. 401(K) PLAN | ORANGE CA | 2,757 | $82.2M | $2.3M |
| 5 | AVEVA INC. AVEVA INC. 401(K) PLAN | HOUSTON TX | 1,691 | $485.9M | $2.2M |
| 6 | MADISON REALTY CORPORATION MADISON MARQUETTE 401(K) PLAN | WASHINGTON DC | 56 | $47.5M | $2.1M |
| 7 | SECURITAS TECHNOLOGY CORPORATION SECURITAS TECHNOLOGY CORPORATION 401(K) SAVINGS PLAN | WESTLAKE VILLAGE CA | 3,616 | $198.5M | $2.0M |
| 8 | BURNHAM HOLDINGS, INC. BURNHAM HOLDINGS, INC. SAVINGS PLAN A | LANCASTER PA | 467 | $67.0M | $2.0M |
| 9 | AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 312 | $120.5M | $1.8M |
| 10 | SUN RIVER HEALTH, INC. SUN RIVER HEALTH, INC. 403(B) RETIREMENT PLAN | PEEKSKILL NY | 1,894 | $156.7M | $1.6M |
