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 Registered Investment Company in their Schedule of Assets, totaling $500K 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 | C&F MORTGAGE CORPORATION SBA DEFINED CONTRIBUTION PLAN FOR C&F MORTGAGE | MIDLOTHIAN VA | 140 | $23.7M | $426K |
| 2 | TRUPOINT BANK SBA DEFINED CONTRIBUTION PLAN FOR TRUPOINT BANK | GRUNDY VA | 121 | $11.4M | $51K |
| 3 | CAPITAL CENTER, LLC SBA DEFINED CONTRIBUTION PLAN FOR CAPITAL CENTER, |
GLEN ALLEN VA |
| 85 |
| $9.1M |
| $17K |
| 4 | COMMUNITIES IN SCHOOLS INC. COMMUNITIES IN SCHOOLS, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | ARLINGTON VA | 89 | $10.5M | $6K |
