Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding PIMCO RAE US Small Instl PIMCO 0 in their Schedule of Assets, totaling $859K 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 | WATERMARK INSIGHTS, LLC WATERMARK INSIGHTS 401(K) PLAN | AUSTIN TX | 189 | $25.6M | $187K |
| 2 | BASSENIAN LAGONI BASSENIAN LAGONI 401(K) PROFIT SHARING PLAN | IRVINE CA | 70 | $21.5M | $174K |
| 3 | ENGENDERHEALTH, INC. ENGENDERHEALTH 401(K) RETIREMENT SAVINGS PLAN |
WASHINGTON DC |
| 39 |
| $18.1M |
| $130K |
| 4 | THE LEGAL AID BUREAU OF BUFFALO, INC. LEGAL AID BUREAU OF BUFFALO, INC. RETIREMENT PLAN | BUFFALO NY | 155 | $15.2M | $103K |
| 5 | EXPENSIFY, INC EXPENSIFY 401(K) PLAN | SAN FRANCISCO CA | 70 | $17.0M | $82K |
| 6 | VIDOORI, INC. VIDOORI INC 401(K) PLAN | HYATTSVILLE MD | 75 | $8.7M | $72K |
| 7 | LADDER FINANCIAL INC. LADDER LIFE 401(K) PLAN | PALO ALTO CA | 103 | $15.5M | $30K |
| 8 | ENGAGE! LEARNING, LLC ENGAGE! LEARNING, LLC 401(K) PLAN | AUSTIN TX | 62 | $5.6M | $23K |
| 9 | SUNDAE, INC. SUNDAE 401(K) PLAN | SAN FRANCISCO CA | 48 | $3.1M | $21K |
| 10 | RAIN TECHNOLOGIES INC. RAIN 401(K) PLAN | NASHVILLE TN | 104 | $1.9M | $20K |
