Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Pimco PIMCO RAE US Small Fund - Institutional Class in their Schedule of Assets, totaling $19.3M 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 | EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION PROFIT SHARING 401(K) PLAN | BLOOMINGTON MN | 487 | $294.4M | $8.9M |
| 2 | UMASS MEMORIAL HEALTH CARE, INC. UMASS MEMORIAL HEALTH CARE 401(K) PLAN | WORCESTER MA | 14,248 | $1.4B | $6.3M |
| 3 | LOANDEPOT.COM, LLC |
IRVINE CA |
| 4,828 |
| $397.5M |
| $3.6M |
| 4 | APEX CAPITAL CORP APEX CAPITAL CORP 401(K) PLAN | FORT WORTH TX | 394 | $38.2M | $384K |
| 5 | PLATEAU SOFTWARE, INC. DBA PLATEAU GRP PLATEAU SOFTWARE INC. 401(K) | FAIRFAX VA | 232 | $8.2M | $53K |
| 6 | TP ORTHODONTICS, INC. TP ORTHODONTICS, INC. 401(K) PROFIT SHARING PLAN | LAPORTE IN | 104 | $11.3M | $27K |
| 7 | CLEAREDGE IT SOLUTIONS, LLC CLEAREDGE IT SOLUTIONS, LLC 401(K) P/S PLAN | JESSUP MD | 63 | $23.5M | $22K |
| 8 | ANDROS TECHNOLOGIES INC. ANDROS 401(K) PLAN | NEW YORK NY | 118 | $7.3M | $21K |
| 9 | TUNDRA TECHNICAL SOLUTIONS USA INC T- USA 401K PLAN | SPRING TX | 503 | $1.6M | $5K |
