Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Pimco Stocksplus Intl (Usd-Hedged) Inst Mutual Fund in their Schedule of Assets, totaling $24.7M 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 | OSI SYSTEMS, INC. OSI SYSTEMS, INC. 401(K) SAVINGS PLAN | TORRANCE CA | 1,920 | $269.8M | $12.8M |
| 2 | CARGOTEC HOLDING, INC. CARGOTEC HOLDING, INC. 401(K) PLAN | PERRYSBURG OH | 988 | $77.3M | $9.1M |
| 3 | BASIL MANAGEMENT GROUP LLC BASIL FAMILY DEALERSHIPS 401K PLAN |
ORCHARD PARK NY |
| 532 |
| $51.3M |
| $1.6M |
| 4 | ELKAY INTERIOR SYSTEMS INTERNATIONAL, INC. ELKAY INTERIOR SYSTEMS INTERNATIONAL, INC. 401(K) PLAN | MILWAUKEE WI | 229 | $24.6M | $485K |
| 5 | JOE BASIL CHEVROLET JOE BASIL CHEVROLET INC. 401(K) PLAN | DEPEW NY | 143 | $16.9M | $483K |
| 6 | CHAIRMANS FOODS, LLC CHAIRMANS FOODS, LLC 401K PLAN | NASHVILLE TN | 351 | $4.8M | $65K |
| 7 | WELLVANA INTEGRATION PARTNERS, LLC WELLVANA 401(K) PLAN | NASHVILLE TN | 162 | $2.9M | $53K |
| 8 | ORION ICS, LLC ORION ICS, LLC PROFIT SHARING PLAN | CARY NC | 163 | $21.9M | $41K |
| 9 | FERRY INTERNATIONAL, LLC DBA TOM FERRY TOM FERRY 401(K) PLAN | SANTA ANA CA | 104 | $5.0M | $32K |
| 10 | MCRAE INDUSTRIES, INC. THE MCRAE INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | MT. GILEAD NC | 460 | $21.9M | $4K |
