Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIMCO PIMCO RAE US Small Fund Inst in their Schedule of Assets, totaling $8.1M 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 | CATALENT PHARMA SOLUTIONS, INC. CATALENT PHARMA SOLUTIONS, INC. 401(K) PLAN | SOMERSET NJ | 8,355 | $870.8M | $8.0M |
| 2 | CHARLIE HEALTH, INC. CHARLIE HEALTH 401(K) PLAN | BOZEMAN MT | 1,511 | $14.6M | $113K |
