Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PCRA in their Schedule of Assets, totaling $60.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MARINER WEALTH ADVISORS, LLC MARINER WEALTH ADVISORS, LLC 401(K) PLAN | OVERLAND PARK KS | 1,870 | $278.3M | $38.7M |
| 2 | VALLEN DISTRIBUTION, INC. VALLEN DISTRIBUTION, INC. 401(K) PLAN | BELMONT NC | 2,902 | $240.3M | $15.8M |
| 3 | ANESTHESIOLOGY GROUP ASSOCIATES, INC. |
BATON ROUGE LA |
| 114 |
| $47.2M |
| $5.9M |
| 4 | BERNARD ROBINSON & COMPANY, LLP BERNARD ROBINSON & COMPANY, LLP 401(K) AND PROFIT SHARING RETIREMENT PLAN | GREENSBORO NC | 164 | $38.3M | $54K |
