PlanOptica
PIMCO

PIMCO StocksPLUS Small Fund Institutional

Ticker PSCSX · Mutual fund · Share class: Class InstlLow cost

Matched by tickerAll PIMCO (Allianz) fundsSearch the plans that hold it

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 .

Plans holding
25
4 with $250K or more
Dollars held
$4.2M
69,837 of 69,862 plans with fund lines hold none
Median per plan
$66K
Share of their fund dollars
0.3%

Same fund, other share classes

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

ClassCost tierPlansDollars
Class Instl (this page)PSCSXLow cost25$4.2M
Class APCKAXRetail / revenue sharing5$1.7M

Plans adding and dropping it, 2024 to 2025

Added
0 plans
$0 at year-end 2025
Dropped
3 plans
$6.1M at year-end 2024
Moved in
1 plan
from another class or vehicle
Moved out
0 plans
to another class or vehicle

Plans that moved into it from another class or vehicle (1 plan)

Plans that moved into it from another class or vehicle
PlanYear-end value
Fresh Direct 401(k) Plan$5M-$50M$333K to $337K

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

Which plans hold PIMCO StocksPLUS Small Fund Institutional

The largest 10 plans in each list.

Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing and 401(k) Plans$301M plan · Atkinson, Andelson, Loya, Ruud & Romo, a Professional Corporation, CA · Charles Schwab$1.7M
Fairway Mortgage Corp. Savings & Investment Plan$517M plan · Fairway Independent Mortgage Corporation, WI · Fidelity (FMR)$429K
Acpa 401(k) Retirement Plan$27.1M plan · American Clean Power Association, DC · Voya$402K
Coast Professional Inc. Profit Sharing Plan$10.5M plan · Coast Professional Inc., LA · Transamerica (Aegon)$384K
Fresh Direct 401(k) Plan$48.8M plan · Fresh Direct Holdings, Inc., NY · Transamerica (Aegon)$337K
Irongate Waikiki LLC 401(k) Plan$17.9M plan · Irongate Waikiki LLC, HI · ADP$154K
Employees' Pension Plan of Armstrong Pumps, Inc.$16.8M plan · Armstrong Pumps, Inc., NY · Fidelity (FMR)$122K
Eagle Hill Consulting, LLC 401(k) Plan$34.4M plan · Eagle Hill Consulting, LLC, VA · Triton Services$102K
Elb 401(k) Plan$4.5M plan · Plato Elearning LLC, UT · Empower$73K
Sprout Social Retirement Plan$147M plan · Sprout Social, Inc., IL · Fidelity (FMR)$71K

Plans whose filed schedule lists PIMCO StocksPLUS Small Fund Institutional.

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How the filings spell it

Show 8 names seen in the filings
  • PIMCO StocksPLUS Small Fund (I)
  • PIMCO StocksPLUS Small Fund Class Instl
  • PIMCO StocksPLUS Small Fund Institutional Class
  • PIMCO StocksPLUS Small Inst
  • PIMCO StocksPLUS Small Institutional Fund
  • Pimco Stocksplus Small I
  • Pimco Stocksplus Small Institutional
  • Pimco Stocksplus Small Instl