Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO PIMCO RAE US Small Fund Inst in their Schedule of Assets, totaling $8.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | 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 | THE INFORMATICS APPLICATIONS GROUP, INC. THE INFORMATICS APPLICATIONS GROUP 401(K) PROFIT SHARING PLAN | RESTON VA | 273 | $25.9M | $291K |
| 3 | CHARLIE HEALTH, INC. |
BOZEMAN MT |
| 1,511 |
| $14.6M |
| $113K |
