Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Personal Choice Retirement Account Various mutual fund investments # in their Schedule of Assets, totaling $5.9M 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 | SHEPHERD CENTER, INC. SHEPHERD CENTER 403(B) RETIREMENT SAVINGS PLAN | ATLANTA GA | 1,834 | $223.6M | $5.9M |
