Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO RAE Emerging Markets Institutional in their Schedule of Assets, totaling $3.7M 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 | NORTON HEALTHCARE, INC. NORTON HEALTHCARE, INC. RETIREMENT PLAN | LOUISVILLE KY | 2,345 | $168.7M | $2.5M |
| 2 | LIVE OAK BANKING COMPANY LIVE OAK BANKING COMPANY 401(K) PLAN | WILMINGTON NC | 1,037 | $130.0M | $1.2M |
| 3 | MARWEN, INC. SCRANTON DODGE 401(K) PLAN |
SCRANTON PA |
| 106 |
| $6.3M |
| $7K |
