Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Transamerica PIMCO Income in their Schedule of Assets, totaling $1.8M 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 | PLANSOURCE FINANCIAL SERVICES, INC. PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN | ORLANDO FL | 1,933 | $80.7M | $901K |
| 2 | PLAN PROFESSIONALS, LLC THE ARGENT WEALTH PEP | SHREWSBURY NJ | 1,752 | $52.3M | $288K |
| 3 | WESTERN AIR CHARTER, INC DBA JET EDGE |
VAN NUYS CA |
| 0 |
| $7.3M |
| $286K |
| 4 | ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI MS AGC MEP 401(K) PLAN | JACKSON MS | 1,453 | $43.0M | $219K |
| 5 | REGIONAL PARAMEDICAL SERVICES REGIONAL PARAMEDICAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST | JASPER AL | 377 | $3.4M | $58K |
| 6 | TAG MANUFACTURING, INC. TAG MANUFACTURING, INC. 401(K) PLAN | CHATTANOOGA TN | 265 | $5.9M | $12K |
