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 Institutional Class 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COHEN, SEGLIAS, PALLAS, GREENHALL & FURMAN, P.C. COHEN, SEGLIAS, PALLAS, GREENHALL & FURMAN, P. C. PROFIT SHARING 401(K) PLAN | PHILADELPHIA PA | 132 | $42.4M | $2.0M |
| 2 | INLET HEALTH, INC. INLET HEALTH 401(K) PLAN | ELIZABETHTOWN KY | 678 | $12.3M | $373K |
