Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding PIMCO Rae US Small Fund Mutual fund in their Schedule of Assets, totaling $2.4M 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 | GEOVERA HOLDINGS, INC. GEOVERA HOLDINGS, INC. 401(K) PLAN | FAIRFIELD CA | 24 | $44.7M | $907K |
| 2 | JULY BUSINESS SERVICES JULY BUSINESS SERVICES 401(K) PLAN | WACO TX | 234 | $26.2M | $459K |
| 3 | COURSERA, INC. COURSERA 401(K) PLAN |
| 602 |
| $72.4M |
| $278K |
| 4 | CLOUDBEES INC. CLOUDBEES 401(K) PLAN | LEWES DE | 221 | $26.7M | $202K |
| 5 | NOTION LABS, INC. NOTION LABS, INC. 401(K) PLAN | SAN FRANCISCO CA | 660 | $52.2M | $178K |
| 6 | INFLUXDATA INC. INFLUXDATA INC. RETIREMENT TRUST | SAN FRANCISCO CA | 122 | $10.1M | $88K |
| 7 | MIRANTIS, INC. MIRANTIS 401(K) PLAN | CAMPBELL CA | 142 | $19.7M | $83K |
| 8 | VIRTA HEALTH CORP. VIRTA HEALTH CORP. 401(K) PLAN | COVINA CA | 664 | $21.7M | $64K |
| 9 | RARESTEP, INC. FLEETIO 401(K) PLAN | BIRMINGHAM AL | 283 | $13.8M | $58K |
| 10 | THE KLEIN COMPANY THE KLEIN COMPANY 401K PLAN | PHILADELPHIA PA | 88 | $8.0M | $55K |
