Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Pimco Rae Plus Small INSTL in their Schedule of Assets, totaling $123K 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 | WALLACE DESIGN COLLECTIVE, PC WALLACE DESIGN COLLECTIVE, PC 401(K) RETIREMENT PLAN | TULSA OK | 291 | $30.4M | $85K |
| 2 | EPILEPSY FOUNDATION OF AMERICA EPILEPSY FOUNDATION OF AMERICA 401(K) PROFIT SHARING PLAN | BOWIE MD | 79 | $7.9M | $37K |
