Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding Pimco Pimco Income Inst. in their Schedule of Assets, totaling $76.5M 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 | HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. RETIREMENT PLAN | BOSTON MA | 2,182 | $1.3B | $19.7M |
| 2 | HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 401(K) SAVINGS AND INVESTMENT PLAN | BOSTON MA | 2,311 | $848.4M | $10.7M |
| 3 |
| ADVANCED ENERGY INDUSTRIES, INC. ADVANCED ENERGY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN |
FORT COLLINS CO |
| 1,136 |
| $259.6M |
| $7.6M |
| 4 | IDEMIA IDENTITY AND SECURITY IDEMIA RETIREMENT SAVINGS PLAN | RESTON VA | 1,777 | $352.3M | $4.2M |
| 5 | METHODIST HOSPITALS OF DALLAS METHODIST HEALTH SYSTEM 403(B) PLAN | DALLAS TX | 11,274 | $759.0M | $3.7M |
| 6 | 1-800-FLOWERS TEAM SERVICES, INC. 1-800-FLOWERS TEAM SERVICES, INC. PROTOTYPE 401(K) PROFIT-SHARING PLAN | JERICHO NY | 3,845 | $218.4M | $3.6M |
| 7 | CHARLES KOMAR & SONS, INC. CHARLES KOMAR & SONS, INC. 401(K) PLAN | JERSEY CITY NJ | 649 | $96.3M | $2.6M |
| 8 | CORIENT SERVICES LLC CORIENT SERVICES LLC 401(K) PLAN | MIAMI FL | 1,200 | $267.2M | $2.6M |
| 9 | B1BANK B1BANK EMPLOYEE RETIREMENT PLAN AND TRUST | BATON ROUGE LA | 770 | $68.7M | $2.5M |
| 10 | KDC US HOLDINGS, INC. KDC USA 401(K) PLAN | SADDLE BROOK NJ | 3,658 | $165.8M | $1.8M |
