Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO PIMCO StocksPLUS Small Fund - in their Schedule of Assets, totaling $546K 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 | FRESH DIRECT HOLDINGS, INC. FRESH DIRECT 401(K) PLAN | BRONX NY | 347 | $45.6M | $333K |
| 2 | YAMAMOTO OF ORIENT, INC. YAMAMOTO OF ORIENT, INC. SHARED SAVINGS PLAN | POMONA CA | 219 | $9.9M | $210K |
| 3 | FRESH DIRECT HOLDINGS, INC UTF TRUCKING BARGAINING UNIT 401K |
BRONX NY |
| 749 |
| $15.9M |
| $2K |
| 4 | FRESH DIRECT HOLDINGS, INC. FRESH DIRECT BARGAINING UNIT 401K PLAN | BRONX NY | 1,200 | $12.4M | $1K |