U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | U.S. MONEY RESERVE, INC. DBA U.S. RARE COIN & BULLION RESERVE U.S. MONEY RESERVE 401(K) PLAN | AUSTIN TX | 409 | $16.3M | $20K |
| 2 | MONICA PERLMAN, MD, INC. MONICA PERLMAN, MD, INC. 401(K) PLAN | LA JOLLA CA | 386 | $7.2M | $8K |