Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIMCO Stockplus Small Institutional in their Schedule of Assets, totaling $145K 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 | VISIONARY INTEGRATION PROFESSIONALS, LLC VISIONARY INTEGRATION PROFESSIONALS, LLC 401(K) PROFIT SHARING PLAN | RANCHO CORDOVA CA | 126 | $35.4M | $76K |
| 2 | VIRIDOS, INC. VIRIDOS, INC. 401(K) RETIREMENT PLAN | LA JOLLA CA | 46 | $13.1M | $61K |
| 3 | INSULATION DISTRIBUTORS, INC. |
CHANHASSEN MN |
| 614 |
| $23.0M |
| $9K |