Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding PIMCO Stocksplus SMALL I in their Schedule of Assets, totaling $2.1M 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 | VAN ECK ASSOCIATES CORPORATION VAN ECK ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 252 | $89.4M | $1.1M |
| 2 | TRUMP INTERNATIONAL WAIKIKI TRUMP INTERNATIONAL WAIKIKI 401(K) PLAN | HONOLULU HI | 256 | $12.8M | $301K |
| 3 | MYERS AUTOMOTIVE GROUP, INC. |
ESCONDIDO CA |
| 299 |
| $11.5M |
| $166K |
| 4 | IRONGATE WAIKIKI LLC IRONGATE WAIKIKI LLC 401(K) PLAN | HONOLULU HI | 234 | $14.9M | $161K |
| 5 | PRESIDIO COMPONENTS, INC. PRESIDIO COMPONENTS, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 232 | $44.8M | $137K |
| 6 | ARIA CARE MANAGEMENT, LLC ARIA CARE MANAGEMENT LLC 401K PLAN | OVERLAND PARK KS | 436 | $6.2M | $75K |
| 7 | THE ARMS TRUCKING CO. THE ARMS TRUCKING CO. 401(K) PLAN | EAST CLARIDON OH | 107 | $10.6M | $42K |
| 8 | WTC WEND WTC WEND 401(K) SAVINGS PLAN | NASHVILLE TN | 827 | $4.7M | $42K |
| 9 | MOUNT LAUREL VETERINARY SERVICES MOUNT LAUREL VETERINARY SERVICES 401(K) PLAN | MT LAUREL NJ | 356 | $15.8M | $39K |
| 10 | GARUD TECHNOLOGY SERVICES INC GARUD TECHNOLOGY SERVICES, INC 401K PROFIT SHARING PLAN | COLUMBIA MD | 103 | $5.8M | $10K |
