Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Pimco PIMCO INCOME INSTL in their Schedule of Assets, totaling $15.0M 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 | AMERICAN NATIONAL STANDARDS INSTITUTE, INC. ANSI PLAN FOR EMPLOYEES' RETIREMENT PENSIONS | NEW YORK NY | 193 | $50.6M | $7.5M |
| 2 | R & R PARTNERS, INC. THE R & R RETIREMENT PLAN | LAS VEGAS NV | 296 | $46.5M | $1.9M |
| 3 | LANCASTER COUNTRY DAY SCHOOL LANCASTER COUNTRY DAY SCHOOL SECTION 403(B) PLAN |
LANCASTER PA |
| 137 |
| $24.6M |
| $1.8M |
| 4 | VILLA LIGHTING SUPPLY COMPANY VILLA LIGHTING SUPPLY COMPANY PROFIT SHARING PLAN | ST LOUIS MO | 128 | $44.5M | $812K |
| 5 | CHILD-PARENT CENTERS INC. CHILD-PARENT CENTERS, INC. RETIREMENT PLAN | TUCSON AZ | 614 | $42.6M | $573K |
| 6 | COMPUTER AIDED TECHNOLOGY, LLC COMPUTER AIDED TECHNOLOGY, LLC AND AFFILIATED COMPANIES RETIREMENT PLAN | BUFFALO GROVE IL | 328 | $31.5M | $406K |
| 7 | JEVS HUMAN SERVICES JEVS HUMAN SERVICES 401(K) PLAN | PHILADELPHIA PA | 882 | $25.9M | $342K |
| 8 | WEBB-MASON, LLC WEBB-MASON, LLC. 401(K) PROFIT SHARING PLAN | HUNT VALLEY MD | 307 | $27.0M | $338K |
| 9 | CERTIFIED POWER, INC. CERTIFIED POWER, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MUNDELEIN IL | 579 | $48.4M | $331K |
| 10 | BLUEHALO CYBER SOLUTIONS, LLC ASYMMETRIK, LTD. 401(K) PROFIT SHARING PLAN | ANNAPOLIS JUNCTION MD | 0 | $0 | $255K |
