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 Ins Mutual Fund in their Schedule of Assets, totaling $890K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CITIZENS & FARMERS BANK SBA CASH BALANCE PENSION PLAN FOR CITIZENS & FARMERS BANK | WEST POINT VA | 237 | $21.2M | $483K |
| 2 | GCX CORPORATION GCX CORPORATION SAVINGS PLAN | PETALUMA CA | 424 | $58.0M | $288K |
| 3 | BANK OF BOTETOURT SBA DEFINED CONTRIBUTION PLAN FOR BANK OF BOTETOURT |
BUCHANAN VA |
| 129 |
| $10.9M |
| $97K |
| 4 | ALL AMERICAN DAIRY PRODUCTS, INC. ALL AMERICAN DAIRY PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | MORGANTOWN PA | 154 | $4.5M | $22K |
