Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 72 U.S. retirement plans report holding Pimco Pimco Income Institutional - in their Schedule of Assets, totaling $102.0M 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 | P & M HOLDING GROUP, LLP P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN | SOUTHFIELD MI | 3,611 | $655.4M | $20.1M |
| 2 | SKYWEST, INC. SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN | ST. GEORGE UT | 15,517 | $1.4B | $13.6M |
| 3 | P & M HOLDING GROUP, LLP P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN |
SOUTHFIELD MI |
| 1,046 |
| $226.5M |
| $8.2M |
| 4 | POWER CONSTRUCTION COMPANY, LLC POWER 401(K) RETIREMENT PLAN AND TRUST | CHICAGO IL | 456 | $127.9M | $5.8M |
| 5 | HARNESS, DICKEY & PIERCE, PLC HARNESS, DICKEY & PIERCE 401K PROFIT SHARING PLAN | TROY MI | 273 | $162.4M | $5.1M |
| 6 | SULZER US HOLDING INC. SULZER EMPLOYEE SAVINGS PLAN | HOUSTON TX | 2,435 | $547.0M | $3.7M |
| 7 | ROETZEL & ANDRESS, L.P.A. THE ROETZEL & ANDRESS 401(K) PLAN | AKRON OH | 349 | $138.9M | $3.3M |
| 8 | TITAN TIRE CORPORATION OF BRYAN TITAN BRYAN PENSION PLAN | QUINCY IL | 16 | $32.2M | $3.3M |
| 9 | HOERBIGER AMERICA HOLDING, INC. HOERBIGER US RETIREMENT PLAN | DEERFIELD BEACH FL | 1,112 | $192.8M | $2.9M |
| 10 | FANATICS HOLDINGS, INC. FANATICS 401(K) RETIREMENT PLAN | NEW YORK NY | 10,927 | $364.4M | $2.6M |
