Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PIMCO RAE US Small Fund Institutional in their Schedule of Assets, totaling $2.2M 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 | HANWHA AZDEL, INC. AZDEL, INC. RETIREMENT PLAN | FOREST VA | 30 | $10.9M | $1.7M |
| 2 | STAX, LLC STAX LLC 401(K) PROFIT SHARING PLAN | BOSTON MA | 131 | $20.6M | $267K |
| 3 | JRSK, INC. DBA AWAY AWAY 401K PS PLAN | NEW YORK NY |
| 265 |
| $15.5M |
| $88K |
| 4 | HERITAGE BANCSHARES GROUP, INC. HERITAGE BANCSHARES GROUP, INC. 401(K) RETIREMENT PLAN | WILLMAR MN | 90 | $12.3M | $64K |
