Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding PIMCO PIMCO INCOME INSTL MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $5.7M 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 | MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY EMPLOYEES PENSION PLAN | BELLEFONTAINE OH | 581 | $79.2M | $2.6M |
| 2 | MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY TAX DEFERRED ANNUITY PLAN | BELLEFONTAINE OH | 731 | $37.6M | $1.3M |
| 3 |
TUCSON AZ |
| 335 |
| $38.9M |
| $414K |
| 4 | QUEST MEDIA AND SUPPLIES INC. QUEST MEDIA AND SUPPLIES 401K RETIREMENT SAVINGS PLAN | ROSEVILLE CA | 202 | $30.0M | $385K |
| 5 | D. E. RICE CONTRUCTION CO. INC. RICE COMPANIES PROFIT SHARING PLAN | BORGER TX | 232 | $6.8M | $366K |
| 6 | CENTRAL INK CORPORATION CENTRAL INK 401K PLAN | WEST CHICAGO IL | 130 | $11.4M | $220K |
| 7 | PROJECT LEAD THE WAY INC. PROJECT LEAD THE WAY 403B PLAN | INDIANAPOLIS IN | 287 | $40.9M | $163K |
| 8 | SPARK FUN ELECTRONICS INC SPARK FUN ELECTRONICS INC 401K PLAN | NIWOT CO | 85 | $10.3M | $53K |
| 9 | STANDLEE GROUP LLC STANDLEE GROUP LLC 401K PLAN | KIMBERLY ID | 225 | $6.6M | $38K |
| 10 | KATZKIN LEATHER INC. KATZKIN LEATHER INC. EMPLOYEES 401K PLAN | MONTEBELLO CA | 333 | $4.5M | $29K |
