Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO PIMCO Investment Grade Credit Bond Fund - in their Schedule of Assets, totaling $1.6M 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 | MOELIS & COMPANY HOLDINGS LP MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 932 | $206.4M | $1.2M |
| 2 | THE JOY COMPANIES, INC. THE JOY COMPANIES, INC. RETIREMENT PLAN | HYATTSVILLE MD | 235 | $10.5M | $164K |
| 3 | UTILITIES & INDUSTRIES MANAGEMENT CORP |
BROOKLYN NY |
| 196 |
| $15.9M |
| $133K |
| 4 | TODAY'S BANK MATHIAS SAVINGS INCENTIVE PLAN | FAYETTEVILLE AR | 97 | $4.7M | $73K |
