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 Instl. in their Schedule of Assets, totaling $1.7M 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 | CAROLINA HOME MEDICAL, INC. CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST | NEW BERN NC | 378 | $20.3M | $1.0M |
| 2 | BARNARD COLLEGE BARNARD COLLEGE 403(B) PLAN | NEW YORK NY | 905 | $441.2M | $482K |
| 3 | KISSITO HEALTHCARE, INC. KISSITO HEALTHCARE 401(K) PLAN |
ROANOKE VA |
| 1,034 |
| $7.7M |
| $88K |
| 4 | SKYLINE NATIONAL BANK SBA DEFINED CONTRIBUTION PLAN FOR SKYLINE NATIONAL BANK | INDEPENDENCE VA | 237 | $10.6M | $68K |
