Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding PIMCO RAE US Small Instl PIMCO 0 in their Schedule of Assets, totaling $601K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ENGENDERHEALTH, INC. ENGENDERHEALTH 401(K) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 39 | $18.1M | $130K |
| 2 | BENSON ENTERPRISES, INC. BENSON ENTERPRISES, INC. PROFIT SHARING AND 401(K) PLAN | SAN ANTONIO TX | 227 | $9.8M | $103K |
| 3 | THE LEGAL AID BUREAU OF BUFFALO, INC. |
BUFFALO NY |
| 155 |
| $15.2M |
| $103K |
| 4 | EXPENSIFY, INC EXPENSIFY 401(K) PLAN | SAN FRANCISCO CA | 70 | $17.0M | $82K |
| 5 | VIDOORI, INC. VIDOORI INC 401(K) PLAN | HYATTSVILLE MD | 75 | $8.7M | $72K |
| 6 | LADDER FINANCIAL INC. LADDER LIFE 401(K) PLAN | PALO ALTO CA | 103 | $15.5M | $30K |
| 7 | ENGAGE! LEARNING, LLC ENGAGE! LEARNING, LLC 401(K) PLAN | AUSTIN TX | 62 | $5.6M | $23K |
| 8 | SUNDAE, INC. SUNDAE 401(K) PLAN | SAN FRANCISCO CA | 48 | $3.1M | $21K |
| 9 | RAIN TECHNOLOGIES INC. RAIN 401(K) PLAN | NASHVILLE TN | 104 | $1.9M | $20K |
| 10 | AI SOFTWARE, LLC AI SOFTWARE 401(K) PLAN | ST LOUIS MO | 181 | $5.0M | $6K |
