Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Personal Choice Retirement 2 in their Schedule of Assets, totaling $5.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RADIOLOGY IMAGING ASSOCIATES P.C. RADIOLOGY IMAGING ASSOCIATES P.C. PROFIT SHARING PLAN | ENGLEWOOD CO | 499 | $149.8M | $4.0M |
| 2 | HARMONIC INC. HARMONIC INC. 401(K) PLAN | SAN JOSE CA | 345 | $154.3M | $722K |
| 3 | RIALTO MANAGEMENT GROUP, LLC RIALTO ASSOCIATE SERVICES, LLC 401(K) PLAN |
MIAMI FL |
| 317 |
| $56.0M |
| $380K |
| 4 | CANYON PARTNERS, L.L.C. CANYON PARTNERS, L.L.C. 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 223 | $95.2M | $14K |
