Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Pimco PIMCO Income Instl Fund in their Schedule of Assets, totaling $644K 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 | ADLER UNIVERSITY ADLER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 232 | $31.3M | $259K |
| 2 | ZINGERMANS COMMUNITY OF BUSINESSES ZINGERMANS COMMUNITY OF BUSINESSES EMPLOYEES 401K PLAN | ANN ARBOR MI | 549 | $18.5M | $184K |
| 3 | DISPLAY PACK, INC. |
CEDAR SPRINGS MI |
| 237 |
| $12.3M |
| $129K |
| 4 | 1ST KIDS, INC. 1ST KIDS, INC. 403(B) PLAN | CROWN POINT IN | 130 | $3.4M | $47K |
| 5 | J.A. WATTS, INC. J.A. WATTS, INC. 401(K) PLAN | CHICAGO IL | 135 | $13.9M | $23K |
| 6 | THE NEW INTERDISCIPLINARY SCHOOL THE NEW INTERDISCIPLINARY SCHOOL PROFIT SHARING PLAN | YAPHANK NY | 117 | $3.0M | $3K |
