Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Pimco Pimco Rae Us Small Institutional Class in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOALOHA NA EHA. LTD. HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN | LAHAINA HI | 173 | $12.8M | $593K |
| 2 | PARENTS AND CHILDREN TOGETHER PARENTS AND CHILDREN TOGETHER 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 314 | $16.0M | $402K |
| 3 | THE KENDAL CORPORATION |
NEWARK DE |
| 1,756 |
| $73.4M |
| $209K |
| 4 | THE KENDAL CORPORATION THE KENDAL CORPORATION 401(A) PLAN | KENNETT SQUARE PA | 1,068 | $10.1M | $6K |
