Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Personal Choice Retirement Account in their Schedule of Assets, totaling $264.3M 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 | LITTLER MENDELSON, P.C. LITTLER MENDELSON 401(K) PLAN AND TRUST | SAN FRANCISCO CA | 2,298 | $1.1B | $148.9M |
| 2 | NETJETS INC. NETJETS INC. 401(K) PLAN | COLUMBUS OH | 3,191 | $835.6M | $40.3M |
| 3 | BOICE-WILLIS CLINIC, P.A. BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN |
ROCKY MOUNT NC |
| 290 |
| $97.0M |
| $30.0M |
| 4 | HAAS AUTOMATION, INC. HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN | OXNARD CA | 1,377 | $356.1M | $25.1M |
| 5 | HUMANA INC. HUMANA PARTNERSHIP SAVINGS PLAN | LOUISVILLE KY | 6,594 | $317.9M | $9.6M |
| 6 | DAYTON CHILDREN'S HOSPITAL DAYTON CHILDREN'S HOSPITAL 401(K) PLAN | DAYTON OH | 4,346 | $352.3M | $6.5M |
| 7 | FIRST RESERVE CORPORATION, L.L.C. FIRST RESERVE SAVINGS PLAN | STAMFORD CT | 46 | $56.6M | $2.1M |
| 8 | SCIENCE SYSTEMS AND APPLICATIONS, INC. SCIENCE SYSTEMS AND APPLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LANHAM MD | 692 | $228.2M | $1.3M |
| 9 | FORT WAYNE WIRE DIE, INC. FORT WAYNE WIRE DIE CORPORATE 401(K) PLAN | FORT WAYNE IN | 86 | $21.5M | $304K |
| 10 | JONES STREET RESIDENTIAL, INC. JONES STREET RESIDENTIAL, INC. 401(K) PLAN | BOSTON MA | 166 | $5.0M | $67K |
