Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Pimco Short-Term Instl Mutual Fund in their Schedule of Assets, totaling $6.2M 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 | BETHPAGE FEDERAL CREDIT UNION BETHPAGE FEDERAL CREDIT UNION PENSION PLAN | BETHPAGE NY | 152 | $113.6M | $4.2M |
| 2 | PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND TAX SHELTERED ANNUITY PLAN | COLCHESTER VT | 215 | $14.3M | $1.2M |
| 3 | COLE SCHOTZ P.C. |
HACKENSACK NJ |
| 361 |
| $136.5M |
| $563K |
| 4 | NEUROSCIENCE CONSULTANTS, LLP NEUROSCIENCE CONSULTANTS, LLP 401(K) RETIREMENT PLAN | MEDLEY FL | 189 | $37.4M | $164K |
| 5 | NEW ENGLAND LIFE CARE, INC. NEW ENGLAND LIFE CARE, INC. 403(B) RETIREMENT PLAN | SCARBOROUGH ME | 498 | $30.1M | $35K |