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 Institutional N/R in their Schedule of Assets, totaling $931K 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 | AMYNTA AGENCY, INC. AMYNTA 401(K) PLAN | NEW YORK NY | 1,702 | $102.2M | $715K |
| 2 | UMH MANAGEMENT SERVICES CORP. UNITED METHODIST HOMES 403 B PLAN | BINGHAMTON NY | 781 | $24.8M | $216K |