Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIMCO Rae US Small Inst Class in their Schedule of Assets, totaling $653K 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 | KMH LLP KMH LLP 401(K) PROFIT SHARING PLAN | HONOLULU HI | 75 | $22.0M | $455K |
| 2 | FRANKLIN W. OLIN COLLEGE OF ENGINEERING FRANKLIN W. OLIN COLLEGE OF ENGINEERING 403(B) RETIREMENT PLAN | NEEDHAM MA | 139 | $69.2M | $198K |