Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding PIMCO RAE US Small Ins " 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MAGIC LEAP, INC. MAGIC LEAP INC. 401(K) PLAN | PLANTATION FL | 903 | $183.9M | $1.4M |
| 2 | FIRST NATIONAL BANK SBA DEFINED CONTRIBUTION PLAN FOR FIRST NATIONAL BANK | ALTAVISTA VA | 180 | $12.5M | $154K |
| 3 | KOPIN CORPORATION KOPIN CORPORATION 401K PLAN |
WESTBOROUGH MA |
| 153 |
| $26.9M |
| $102K |
| 4 | SHEAKLEY WORKFORCE MANAGEMENT SERVICES, LLC DBA SHEAKLEY PENSION TOTAL PEP SOLUTIONS | CINCINNATI OH | 964 | $47.8M | $43K |
| 5 | PRIMARY ARMS, LLC PRIMARY ARMS, LLC 401(K) PLAN | HOUSTON TX | 277 | $5.2M | $18K |