Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Pimco Pimco Rae US Small Instl in their Schedule of Assets, totaling $67.3M 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 | GRANT THORNTON ADVISORS LLC GRANT THORNTON ADVISORS LLC 401(K) SAVINGS PLAN | CHICAGO IL | 6,827 | $1.7B | $32.3M |
| 2 | GRANT THORNTON LLP GRANT THORNTON LLP 401(K) SAVINGS PLAN | CHICAGO IL | 7,530 | $1.5B | $25.0M |
| 3 | UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC |
LEOMINSTER MA |
| 1,555 |
| $116.7M |
| $2.8M |
| 4 | VIRGINIA INTERNATIONAL TERMINALS LLC VIRGINIA INTERNATIONAL TERMINALS LLC PENSION PLAN | NORFOLK VA | 84 | $100.3M | $1.4M |
| 5 | KIHOMAC, INC. KIHOMAC, INC. 401(K) PLAN | VIENNA VA | 356 | $34.4M | $1.1M |
| 6 | JACKSON HOLE MOUNTAIN RESORT CORPORATION JACKSON HOLE MOUNTAIN RESORT 401(K) PLAN | TETON VILLAGE WY | 1,668 | $33.4M | $627K |
| 7 | Q.E.D. SYSTEMS, INC. Q.E.D. SYSTEMS, INC. 401(K) PLAN | VIRGINIA BEACH VA | 438 | $31.2M | $615K |
| 8 | MARIANI ENTERPRISES LLC MARIANI ENTERPRISES 401(K) SAVINGS PLAN | LAKE BLUFF IL | 3,849 | $71.1M | $573K |
| 9 | NTIVA, INC. NTIVA 401(K) PLAN | MCLEAN VA | 735 | $28.3M | $507K |
| 10 | LAC COURTE OREILLES TRIBAL GOVERNING BOARD LCO 401(K) PLAN | HAYWARD WI | 1,175 | $15.2M | $360K |
