Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Pimco RAE US Small Institutional Fund Mutual Fund in their Schedule of Assets, totaling $2.5M 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 | SURMODICS, INC. SURMODICS, INC. 401(K) PLAN AND TRUST | EDEN PRAIRIE MN | 291 | $63.0M | $846K |
| 2 | CITIZENS AND FARMERS BANK SBA DEFINED CONTRIBUTION PLAN FOR CITIZENS AND FARMERS BANK | WEST POINT VA | 410 | $60.5M | $764K |
| 3 | SOFTBANK INC. SOFTBANK INC 401(K) PLAN |
SAN CARLOS CA |
| 204 |
| $64.9M |
| $519K |
| 4 | STRATEGIC CONSULTING SERVICES, INC. STRATEGIC CONSULTING SERVICES, INC. 401(K) PLAN AND TRUST | FEDERAL WAY WA | 134 | $27.6M | $289K |
| 5 | TRIBUTE TECHNOLOGY US LLC TRIBUTE TECHNOLOGY US LLC 401(K) PLAN | WAUNAKEE WI | 167 | $6.7M | $25K |
| 6 | DEXTERITY, INC DEXTERITY, INC. 401(K) PLAN | REDWOOD CITY CA | 174 | $6.0M | $10K |
| 7 | REVOLUTION TECHNOLOGIES, LLC REVOLUTION TECHNOLOGIES 401(K) PLAN | MELBOURNE FL | 244 | $5.8M | $6K |
| 8 | DRINKPAK, LLC DRINKPAK 401(K) PLAN | SANTA CLARITA CA | 360 | $3.6M | $4K |
| 9 | 97TH FLOOR LLC 97TH FLOOR 401(K) PLAN | LEHI UT | 88 | $3.6M | $3K |
