Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding PIMCO Rae US Sm Instl in their Schedule of Assets, totaling $6.3M 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 | JT BOARD TRUSTEES IBEW LOCAL 252 IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN | ANN ARBOR MI | 1,284 | $143.1M | $862K |
| 2 | EAGLE WINGS INDUSTRIES, INC EAGLE WINGS INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | RANTOUL IL | 86 | $6.7M | $612K |
| 3 | LEITERS, INC. LEITER'S 401(K) PLAN |
ENGLEWOOD CO |
| 290 |
| $13.5M |
| $327K |
| 4 | DEGREE, INC. LATTICE 401(K) PLAN | SAN FRANCISCO CA | 464 | $39.7M | $325K |
| 5 | LIVINITI INTERMEDIATE II, LLC LIVINITI INTERMEDIATE II, LLC 401(K) PLAN | NATCHITOCHES LA | 375 | $13.4M | $315K |
| 6 | APTIVE RESOURCES, LLC APTIVE RESOURCES 401(K) | ALEXANDRIA VA | 493 | $22.2M | $285K |
| 7 | 3PILLAR GLOBAL, INC. 3PILLAR GLOBAL, INC. 401(K) PROFIT SHARING PLAN | FAIRFAX VA | 85 | $14.7M | $238K |
| 8 | N.S. INTERNATIONAL, LTD. N.S. INTERNATIONAL, LTD. 401(K) PLAN | TROY MI | 196 | $41.3M | $186K |
| 9 | VITESSE SYSTEMS PARENT, LLC VITESSE SYSTEMS 401(K) PLAN | NEWARK CA | 377 | $25.0M | $183K |
| 10 | METRO MINI STORAGE METRO MINI STORAGE RETIREMENT PLAN | PELHAM AL | 377 | $8.6M | $181K |
