Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding PIMCO RAE US Sml Instl Fd in their Schedule of Assets, totaling $97.6M 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 | UNITED MUSCULOSKELETAL PARTNERS, LLC UNITED MUSCULOSKELETAL PARTNERS, LLC 401(K) PLAN | ATLANTA GA | 2,243 | $359.1M | $46.1M |
| 2 | NOVOZYMES NORTH AMERICA, INC. NOVOZYMES NORTH AMERICA, INC. 401(K) SAVINGS PLAN | FRANKLINTON NC | 1,170 | $351.5M | $43.8M |
| 3 | MARY'S CENTER FOR MATERNAL AND CHILD CARE INC. |
WASHINGTION DC |
| 822 |
| $29.3M |
| $3.9M |
| 4 | MIDWEST RADIOLOGY, P.A. MIDWEST RADIOLOGY P.A. PROFIT SHARING PLAN | ROSEVILLE MN | 395 | $300.3M | $1.4M |
| 5 | PEPSI-COLA BOTTLING CO. OF HICKORY, NC INC. PEPSI-COLA BOTTLING COMPANY OF HICKORY, N.C., INC. PROFIT SHARING AND 401(K) | HICKORY NC | 325 | $84.3M | $1.2M |
| 6 | ELITE CASINO RESORTS, LLC ELITE CASINO RESORTS 401(K) PLAN | RIVERSIDE IA | 2,082 | $25.4M | $390K |
| 7 | THE APPAREL GROUP, LTD THE APPAREL GROUP, LTD. EMPLOYEE SAVINGS AND PROTECTION PLAN | LEWISVILLE TX | 166 | $20.7M | $242K |
| 8 | TETON VALLEY HEALTH CARE, INC. TETON VALLEY HEALTH CARE, INC. 403(B) PLAN | DRIGGS ID | 364 | $7.9M | $221K |
| 9 | VINE DINING ENTERPRISES, INC. VINE HOSPITALITY 401(K) PLAN | SAN JOSE CA | 320 | $2.1M | $100K |
| 10 | JANCO FS2 LLC & JANCO FS3 LLC DBA VELOCITI SERVICES VELOCITI SERVICES 401(K) PLAN | ATLANTA GA | 5,268 | $3.0M | $87K |
