Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Rae US Small Institutional in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN DENTAL PARTNERS, INC. AMERICAN DENTAL PARTNERS, INC. SAVINGS AND RETIREMENT PLAN | EFFINGHAM IL | 565 | $59.5M | $1.7M |
| 2 | EAST WEST RESORTS EMPLOYEE COMPANY, LLC EAST WEST RESORTS, LLC SAVINGS AND RETIREMENT PLAN | AVON CO | 1,439 | $43.7M | $150K |
| 3 | ENDLESS HORIZONS, INC. |
ROCKINGHAM VA |
| 469 |
| $8.9M |
| $9K |
