Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Personal choice retirement accounts in their Schedule of Assets, totaling $329.5M 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 | SIDLEY AUSTIN LLP SIDLEY AUSTIN LLP MASTER TRUST FOR CERTAIN DEFINED CONTRIBUTION PLAN ASSETS | CHICAGO IL | — | $2.3B | $216.6M |
| 2 | HANSON BRIDGETT LLP HANSON BRIDGETT LLP PROFIT SHARING PLAN | SAN FRANCISCO CA | 252 | $178.0M | $33.5M |
| 3 | HOULIHAN LOKEY HOULIHAN LOKEY RETIREMENT SAVINGS PLAN |
LOS ANGELES CA |
| 1,648 |
| $396.4M |
| $33.5M |
| 4 | SHANNON MEDICAL CENTER SHANNON MEDICAL CENTER 401(K) SAVINGS AND RETIREMENT PLAN | SAN ANGELO TX | 4,417 | $460.8M | $17.6M |
| 5 | WICHITA SURGICAL SPECIALISTS, P.A. WICHITA SURGICAL SPECIALISTS, P.A. 401(K) PLAN | WICHITA KS | 243 | $71.5M | $17.5M |
| 6 | HANSON BRIDGETT LLP HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN | SAN FRANCISCO CA | 129 | $43.1M | $10.3M |
| 7 | ATHLETICS INVESTMENT GROUP LLC DBA OAKLAND ATHLETICS BASEBALL COMPANY ATHLETICS INVESTMENT GROUP 401(K) PLAN | OAKLAND CA | 1,000 | $40.1M | $570K |
