Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PATIENT OPPORTUNITY I in their Schedule of Assets, totaling $834K 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 | VIKING HOLDING COMPANY, LLC VIKING HOLDING COMPANY, LLC 401(K) PLAN | MIAMI FL | 956 | $47.8M | $478K |
| 2 | BRITISH SCHOOL OF AMERICA BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU | MIAMI FL | 925 | $31.1M | $331K |
| 3 | FIRST ELDORADO BANCSHARES, INC. |
ELDORADO IL |
| 141 |
| $12.4M |
| $25K |