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 Institutional 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 | HIBBETT, INC. HIBBETT, INC. 401(K) PROFIT SHARING PLAN | BIRMINGHAM AL | 24,562 | $59.0M | $1.0M |
| 2 | BELLWETHER ENTERPRISE REAL ESTATE CAPITAL, LLC BELLWETHER ENTERPRISE REAL ESTATE CAPITAL 401(K) PLAN | CLEVELAND OH | 501 | $74.2M | $699K |
| 3 | RELATIVITY SPACE, INC. RELATIVITY SPACE 401(K) PLAN |
LONG BEACH CA |
| 1,269 |
| $46.8M |
| $569K |
| 4 | MERCURY TECHNOLOGIES, INC MERCURY TECHNOLOGIES, INC 401(K) PLAN | SAN FRANCISCO CA | 658 | $43.3M | $233K |
| 5 | DOTCOM THERAPY, INC. DOTCOM THERAPY, INC. 401(K) PROFIT SHARING PLAN | MADISON WI | 279 | $2.3M | $12K |