Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Personal choice retirement in their Schedule of Assets, totaling $113.1M 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 | GABLES ENGINEERING, INC. GABLES ENGINEERING, INC. 401(K) PLAN | CORAL GABLES FL | 238 | $93.9M | $48.0M |
| 2 | SIMPSON GUMPERTZ & HEGER INC. SGH PROFIT SHARING & 401(K) PLAN AND TRUST | WALTHAM MA | 765 | $464.1M | $15.5M |
| 3 | HARMONIC INC. HARMONIC INC. 401(K) PLAN |
SAN JOSE CA |
| 345 |
| $154.3M |
| $15.4M |
| 4 | FREMONT GROUP MANAGEMENT, LLC. FREMONT GROUP RETIREMENT PLAN | SAN FRANCISCO CA | 175 | $102.8M | $9.7M |
| 5 | HARTREE PARTNERS, LP HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 394 | $95.2M | $7.6M |
| 6 | MERLONE GEIER MANAGEMENT, LLC MERLONE GEIER MANAGEMENT, LLC 401(K) PLAN | SAN FRANCISCO CA | 80 | $38.3M | $7.2M |
| 7 | ILLINOIS CREDIT UNION LEAGUE ILLINOIS CREDIT UNION SYSTEM RETIREMENT SECURITY 401(K) PLAN | NAPERVILLE IL | 115 | $39.5M | $4.8M |
| 8 | RIALTO MANAGEMENT GROUP, LLC RIALTO ASSOCIATE SERVICES, LLC 401(K) PLAN | MIAMI FL | 317 | $56.0M | $2.4M |
| 9 | EAGLEPICHER TECHNOLOGIES, LLC EAGLEPICHER RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 753 | $83.7M | $2.3M |
