Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding PIMCO RAE US small Fund; Institutional Class Mutual Fund in their Schedule of Assets, totaling $4.5M 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 | GRAHAM CORPORATION GRAHAM CORPORATION INCENTIVE SAVINGS PLAN | BATAVIA NY | 591 | $97.7M | $2.5M |
| 2 | SENTINELONE, INC SENTINELONE, INC 401(K) PLAN | MOUNTAIN VIEW CA | 1,142 | $87.0M | $631K |
| 3 | UDEMY INC. UDEMY INC. RETIREMENT SAVINGS PLAN |
| 791 |
| $98.5M |
| $324K |
| 4 | SAILDRONE, INC. SAILDRONE, INC. 401(K) PLAN | ALAMEDA CA | 251 | $11.1M | $268K |
| 5 | FREENOME HOLDINGS, INC. FREENOME HOLDINGS, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 376 | $30.2M | $147K |
| 6 | KIXEYE INC. STILLFRONT NORTH AMERICA 401K PLAN | — | 117 | $25.2M | $136K |
| 7 | NURO, INC. NURO, INC. 401(K) RETIREMENT PLAN | MOUNTAIN VIEW CA | 567 | $66.0M | $90K |
| 8 | BIGPANDA, INC. BIGPANDA, INC. 401(K) PLAN | REDWOOD CITY CA | 171 | $11.7M | $76K |
| 9 | FIRST MILE GROUP, INC. ALLOY 401(K) PLAN | NEW YORK NY | 237 | $22.9M | $74K |
| 10 | THE STELLAR HEALTH GROUP,INC. THE STELLAR HEALTH GROUP, INC. 401(K) | NEW YORK NY | 140 | $14.3M | $69K |
