Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIMCO US Small Institutional in their Schedule of Assets, totaling $546K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE COUNTRY CLUB OF NORTH CAROLINA THE COUNTRY CLUB OF NORTH CAROLINA 401(K) RETIREMENT AND SAVINGS PLAN | PINEHURST NC | 134 | $4.9M | $455K |
| 2 | CAPSTONE INVESTMENT ADVISORS LLC CAPSTONE INVESTMENT ADVISORS LLC 401(K) PLAN | NEW YORK NY | 191 | $28.9M | $92K |
