Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Permanent Portfolio in their Schedule of Assets, totaling $2.5M 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 | DERR FLOORING CO. DERR FLOORING COMPANY 401(K) PLAN | WILLOW GROVE PA | 133 | $24.9M | $1.4M |
| 2 | FMR LLC FIDELITY RETIREMENT SAVINGS PLAN | BOSTON MA | 68,838 | $34.2B | $571K |
| 3 | ROCKWOOD CAPITAL, LLC ROCKWOOD CAPITAL 401(K) RETIREMENT PLAN |
| 80 |
| $61.1M |
| $271K |
| 4 | C3.AI, INC. C3.AI, INC. 401(K) PLAN | REDWOOD CITY CA | 785 | $60.1M | $266K |
