PIMCO

PIMCO StocksPLUS Small Fund A

Ticker PCKAX · Mutual fund · Share class: Class ARetail / revenue sharing

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through Oct 29, 2026.

Plans holding

3 with $250K or more

Dollars held

$1.7M

69,857 of 69,862 plans with fund lines hold none

Median per plan

$416K

Share of their fund dollars

2.4%

Same fund, other share classes

6 plans hold a costlier class of this fund than the cheapest class held in the data.

Class	Cost tier	Plans	Dollars
Class InstlPSCSX	Low cost	25	$4.2M
Class A (this page)PCKAX	Retail / revenue sharing	5	$1.7M

Added

0 plans

$0 at year-end 2025

Dropped

0 plans

$0 at year-end 2024

Moved in

0 plans

from another class or vehicle

Moved out

1 plan

to another class or vehicle

Plans that moved out of it to another class or vehicle
Plan	Change	Fund	Year-end value
Drivetrain Group Holding Corporation Employee Savings Plan$5M-$50M Share class change PIMCO StocksPLUS Small Fund A to PIMCO Small Cap Stockplus CL A	Share class change	PIMCO StocksPLUS Small Fund A to PIMCO Small Cap Stockplus CL A	$573K to $660K

Stable value and insurance contract lines, renames and class changes are not counted.

The largest 10 plans in each list.

					Share class held
Identisys Incorporated 401(k) Profit Sharing Plan and Trust$19.4M plan · Identisys Incorporated, MN · Principal	Principal	$19.4M	$645K	3.3%	Class A Possible retail class
Met-Con Companies 401(k) Plan$25.6M plan · Met-Con Companies, Inc., MN · Fidelity (FMR)	Fidelity (FMR)	$25.6M	$535K	2.1%	Class A Possible retail class
Hungry Howie's Distributing, Inc 401(k) Profit Sharing Plan & Trust$14.1M plan · Hungry Howie's Distributing, Inc., MI · Ascensus	Ascensus	$14.1M	$416K	3.0%	Class A Possible retail class
TLC Investments LLC 401(k) Profit Sharing Plan & Trust$7.4M plan · TLC Investments LLC, TN · Transamerica (Aegon)	Transamerica (Aegon)	$7.4M	$109K	1.5%	Class A Possible retail class
Hochiki America Corporation 401(k) Retirement Plan$6.6M plan · Hochiki America Corporation, CA · Fidelity (FMR)	Fidelity (FMR)	$6.6M	$28K	0.4%	Class A Possible retail class

Plans whose filed schedule lists PIMCO StocksPLUS Small Fund A.

Show 3 names seen in the filings