Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Pimco Pimco Income Institutional Class in their Schedule of Assets, totaling $6.8M 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 | WICKER, SMITH, OHARA, MCCOY & FORD, P.A. WICKER SMITH 401(K) PLAN II | CORAL GABLES FL | 235 | $75.8M | $3.8M |
| 2 | WICKER, SMITH, OHARA, MCCOY & FORD, P.A. WICKER SMITH 401(K) PLAN I | CORAL GABLES FL | 185 | $25.6M | $894K |
| 3 | COMMUNITY COFFEE COMPANY L.L.C. COMMUNITY COFFEE COMPANY L.L.C. RETIREMENT SAVINGS PLAN |
BATON ROUGE LA |
| 1,000 |
| $102.9M |
| $864K |
| 4 | PARENTS AND CHILDREN TOGETHER PARENTS AND CHILDREN TOGETHER 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 314 | $16.0M | $238K |
| 5 | SUN AND SANDS ENTERPRISES, LLC SUN AND SANDS ENTERPRISES PROFIT SHARING AND 401(K) PLAN | LA QUINTA CA | 112 | $14.9M | $230K |
| 6 | SUNNYSIDE PROPERTIES OF SARASOTA, INC. SUNNYSIDE PROPERTIES, INC. RETIREMENT PLAN | SARASOTA FL | 297 | $7.0M | $210K |
| 7 | ROBINSON PAVING COMPANY, INC. ROBINSON PAVING COMPANY, INC. 401K PROFIT SHARING PLAN AND TRUST | COLUMBUS GA | 136 | $5.7M | $179K |
| 8 | GRAND SAVINGS BANK GRAND SAVINGS BANK 401(K) PLAN | GROVE OK | 136 | $6.2M | $159K |
| 9 | HOPELINK BEHAVIORAL HEALTH HOPELINK BEHAVIORAL HEALTH 403(B) PLAN | OAKTON VA | 284 | $7.3M | $76K |
| 10 | SHELTON HOLDINGS, LLC SHELTON HOLDINGS, LLC 401-K PLAN | HONOLULU HI | 168 | $23.7M | $70K |
