Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Pimco Rae US Small Institutional Fund in their Schedule of Assets, totaling $7.5M 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 | CBC COMPANIES, INC. CBC COMPANIES, INC. PROFIT SHARING AND SAVINGS PLAN | COLUMBUS OH | 632 | $169.0M | $4.6M |
| 2 | SCHWEGMAN LUNDBERG & WOESSNER, P.A. SCHWEGMAN LUNDBERG & WOESSNER, P.A. 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 209 | $121.5M | $1.6M |
| 3 | ENOVA INTERNATIONAL, INC. |
CHICAGO IL |
| 1,722 |
| $143.8M |
| $821K |
| 4 | RISEIT SOLUTIONS, INC. THE RISEIT 401(K) PLAN | ADDISON TX | 294 | $15.0M | $281K |
| 5 | GALILEO, INC. GALILEO 401(K) PLAN | NEW YORK NY | 414 | $17.7M | $121K |
| 6 | SALEM ACADEMY AND COLLEGE SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN | WINSTON-SALEM NC | 160 | $8.9M | $88K |
| 7 | CARESAVE TECHNOLOGIES, INC. CARESAVE TECHNOLOGIES INC 401(K) PROFIT SHARING PLAN & TRUST | MCLEAN VA | 3,141 | $11.2M | $43K |
| 8 | CLEO LABS, INC. (DBA CLEO) CLEO LABS, INC. 401(K) PLAN | SAN FRANCISCO CA | 134 | $4.6M | $13K |
| 9 | LEWIS COUNTY COMMUNITY HEALTH SERVICES DBA VALLEY VIEW HEALTH CENTER VALLEY VIEW HEALTH CENTER 401(K) PLAN | CHEHALIS WA | 238 | $10.7M | $4K |
| 10 | LEIGHTON ENTERPRISES, INC. LEIGHTON ENTERPRISES, INC. RETIREMENT SAVINGS PLAN | ST. CLOUD MN | 227 | $8.8M | $2K |
