Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Pimco RAE US Small Instl Fund in their Schedule of Assets, totaling $161K 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 | THE KINGS ACADEMY INC. THE KINGS ACADEMY INC. 403B RETIREMENT PLAN | WEST PALM BEACH FL | 293 | $16.2M | $72K |
| 2 | SENSOR TOWER, INC. SENSORTOWER, INC. 401(K) PLAN | SAN FRANCISCO CA | 196 | $22.0M | $32K |
| 3 | KALTURA INC. KALTURA INC. 401(K) PLAN |
| 134 |
| $11.4M |
| $18K |
| 4 | SEES GROUP, LLC SEES GROUP, LLC 401(K) PLAN | CHATTANOOGA TN | 426 | $18.7M | $14K |
| 5 | AMERICAN SUBCONTRACTORS ASSOCIATION NORTH TEXAS CHAPTER ASA NORTH TEXAS MULTIPLE EMPLOYER 401(K) PLAN | GRANDE PRAIRIE TX | 850 | $11.1M | $9K |
| 6 | SCRIBEAMERICA, LLC SCRIBEAMERICA, LLC 401(K) PLAN | FORT LAUDERDALE FL | 2,222 | $4.1M | $6K |
| 7 | LUXURY PRESENCE, INC. LUXURY PRESENCE LLC 401(K) PLAN | AUSTIN TX | 288 | $5.7M | $5K |
| 8 | SOURCEGRAPH, INC. SOURCEGRAPH, INC. 401(K) PLAN | SAN FRANCISCO CA | 113 | $7.9M | $4K |