Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding PIMCO StocksPLUS Intl I Fund in their Schedule of Assets, totaling $7.2M 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 | PEREZ TRADING COMPANY, INC. PEREZ TRADING COMPANY, INC. 401(K) SAVINGS PLAN | MIAMI FL | 133 | $20.7M | $1.4M |
| 2 | KELLEY TRUCKING INC. KELLEY TRUCKING INC. 401(K) SAVINGS PLAN | GOLDEN CO | 147 | $19.6M | $1.4M |
| 3 | BRETHREN MUTUAL INSURANCE COMPANY BRETHREN MUTUAL INSURANCE COMPANY EMPLOYEE RETIREMENT PLAN |
HAGERSTOWN MD |
| 49 |
| $15.8M |
| $1.3M |
| 4 | HOME BANK NA HOME BANK, N.A. PROFIT SHARING AND 401(K) PLAN | LAFAYETTE LA | 481 | $55.8M | $863K |
| 5 | HOOKER CREEK COMPANIES, LLC HOOKER CREEK COMPANIES 401(K) RETIREMENT SAVINGS & PROFIT SHARING | BEND OR | 103 | $12.7M | $484K |
| 6 | A.J. ROSE MANUFACTURING CO. A.J. ROSE MFG. CO. 401(K) PLAN FOR UNION EMPLOYEES | AVON OH | 265 | $19.1M | $376K |
| 7 | ACTION MANUFACTURING COMPANY ACTION MANUFACTURING COMPANY 401(K) PLAN | BRISTOL PA | 322 | $11.2M | $371K |
| 8 | OVATION HOLDINGS OVATION HOLDINGS 401(K) RETIREMENT PLAN | RIVERDALE IA | 789 | $45.3M | $329K |
| 9 | LONGVIEW WELLNESS CENTER, INC. DBA WELLNESS POINTE LONGVIEW WELLNESS CENTER, INC. DBA WELLNESS POINTE 403(B) PLAN | LONGVIEW TX | 289 | $7.0M | $238K |
| 10 | SBE2, LLC SBE2 401K PLAN | MORGAN CITY LA | 295 | $7.5M | $171K |
