Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company PIMCO Income Fund Institutional - in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WELLCOM GROUP, INC. WELLCOM GROUP, INC. 401(K) PLAN | NEW YORK NY | 118 | $14.0M | $537K |
| 2 | LAUTERBACH & AMEN, LLP LAUTERBACH & AMEN, LLP 401(K) PLAN | NAPERVILLE IL | 193 | $15.8M | $319K |
| 3 | ENGINEERED PROFILES LLC ENGINEERED PROFILES 401K PLAN |
COLUMBUS OH |
| 337 |
| $12.4M |
| $104K |
| 4 | CARGOMATIC, INC. CARGOMATIC, INC. 401(K) PLAN | LONG BEACH CA | 315 | $6.4M | $49K |
