Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Voya PIMCO Income Fund 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SMITH ELLIOTT KEARNS & COMPANY, LLC SMITH ELLIOTT KEARNS & COMPANY LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN | HAGERSTOWN MD | 201 | $47.3M | $650K |
| 2 | EMPYREAN BENEFIT SOLUTIONS, INC. EMPYREAN BENEFIT SOLUTIONS, INC. 401(K) PLAN | HOUSTON TX | 872 | $65.1M | $591K |
| 3 | MANDEL GROUP, INC. |
MILWAUKEE WI |
| 125 |
| $15.5M |
| $229K |
| 4 | ANNEX WEALTH MANAGEMENT, LLC ANNEX WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN | BROOKFIELD WI | 148 | $13.9M | $191K |
| 5 | ENGINE & TRANSMISSION EXCHANGE, INC. ENGINE & TRANSMISSION EXCHANGE, INC 401(K) PLAN AND TRUST | MILWAUKEE WI | 579 | $7.7M | $83K |
| 6 | BLIFFERT LUMBER & FUEL COMPANY INC. BLIFFERT LUMBER & FUEL COMPANY INC. PROFIT SHARING PLAN | OAK CREEK WI | 378 | $22.4M | $16K |
| 7 | IVCI, LLC IVCI, LLC 401(K) PROFIT SHARING PLAN & TRUST | HAUPPAUGE NY | 71 | $12.4M | $4K |
| 8 | ZT MOTORS OF FORT WALTON, LP ZT MOTORS 401(K) PLAN | FORT WALTON BEACH FL | 425 | $8.1M | $4K |
