Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding PIMCO PIMCO Income I2 in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALASKA HEART INSTITUTE, LLC ALASKA HEART INSTITUTE, LLC CASH BALANCE PLAN | ANCHORAGE AK | 187 | $12.4M | $555K |
| 2 | SAN ANTONIO POLICE OFFICERS & FIREFIGHTERS PREPAID LEGAL PLAN & TRUST GROUP LEGAL SERVICES | SAN ANTONIO TX | 4,287 | $7.7M | $525K |
| 3 | WATSON CLINIC LLP |
LAKELAND FL |
| 2,092 |
| $327.8M |
| $90K |
| 4 | HIGHBURY DEFENSE GROUP HIGHBURY DEFENSE GROUP 401(K) PLAN | SAN DIEGO CA | 188 | $13.5M | $56K |
| 5 | PILLARS COMMUNITY HEALTH PILLARS COMMUNITY HEALTH - NON-UNION PLAN | COUNTRYSIDE IL | 210 | $6.7M | $46K |
| 6 | FACIL NORTH AMERICA INC FACIL NORTH AMERICA INC 401(K) PROFIT SHARING PLAN & TRUST | TWINSBURG OH | 192 | $5.5M | $25K |
