Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Pimco Rae Us Small Instl Mutual Fund in their Schedule of Assets, totaling $4.3M 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 | VERACYTE, INC. VERACYTE, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 608 | $58.6M | $1.3M |
| 2 | TRAYLOR BROS., INC. TRAYLOR CONSTRUCTION GROUP 401(K) PLAN | EVANSVILLE IN | 991 | $83.8M | $762K |
| 3 | KEDRION BIOPHARMA, INC. KEDRION BIOPHARMA, INC. 401(K) PLAN |
FORT LEE NJ |
| 2,380 |
| $61.3M |
| $565K |
| 4 | NORTH COUNTY HEALTH PROJECT, INC. NORTH COUNTY HEALTH PROJECT, INC. 403(B) PLAN | SAN MACROS CA | 815 | $61.5M | $410K |
| 5 | TANGER PROPERTIES LIMITED PARTNERSHIP TANGER INC. 401(K) SAVINGS PLAN | GREENSBORO NC | 438 | $39.6M | $260K |
| 6 | FIRST ATLANTIC CORPORATION FIRST ATLANTIC CORPORATION 401(K) PLAN | SOUTH PORTLAND ME | 1,026 | $11.8M | $175K |
| 7 | INTRADIEM, INC INTRADIEM, INC. RETIREMENT SAVINGS PLAN | MARIETTA GA | 177 | $22.7M | $168K |
| 8 | CSA SERVICE SOLUTIONS, LLC CSA SERVICE SOLUTIONS, LLC 401(K) PLAN | WILMINGTON OH | 356 | $15.1M | $115K |
| 9 | ALPHA OMEGA INTEGRATION, LLC ALPHA OMEGA INTEGRATION, LLC 401(K) RETIREMENT TRUST | VIENNA VA | 502 | $24.2M | $95K |
| 10 | GUILD EDUCATION, INC. GUILD EDUCATION, INC. 401(K) PLAN | DENVER CO | 859 | $57.9M | $90K |
