Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Permanent Portfolio Mutual fund in their Schedule of Assets, totaling $949K 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 | WALNUT CREEK PLANING, LTD. WALNUT CREEK PLANING, LTD. 401(K) PLAN | MILLERSBURG OH | 137 | $6.8M | $518K |
| 2 | TERRASCEND USA, INC. TERRASCEND USA, INC. 401(K) SAVINGS PLAN | UNION CITY NJ | 914 | $10.7M | $271K |
| 3 | SINGERLEWAK LLP SINGERLEWAK LLP 401(K) PROFIT SHARING PLAN |
LOS ANGELES CA |
| 514 |
| $92.5M |
| $106K |
| 4 | ETRAILER CORPORATION ETRAILER CORPORATION EMPLOYEE PROFIT SHARING PLAN & TRUST | WENTZVILLE MO | 378 | $32.0M | $46K |
| 5 | GROUNDSPEAK, INC. GROUNDSPEAK, INC. 401K PLAN | SEATTLE WA | 89 | $16.9M | $8K |