Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding PIM Rae Us Sm I Mutual Fund in their Schedule of Assets, totaling $3.5M 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 | TEXAS MEDICAL ASSOCIATION TEXAS MEDICAL ASSOCIATION EMPLOYEES 401(K) PROFIT SHARING PLAN | AUSTIN TX | 123 | $62.4M | $1.3M |
| 2 | WHEATON EYE CLINIC, LTD. WHEATON EYE CLINIC, LTD. 401(K) PROFIT SHARING PLAN | WHEATON IL | 214 | $54.8M | $505K |
| 3 | NN, INC. NN, INC. 401(K) PROFIT SHARING PLAN |
CHARLOTTE NC |
| 989 |
| $127.0M |
| $446K |
| 4 | SAM DONG AMERICA, INC. SAM DONG AMERICA 401(K) PLAN | DELAWARE OH | 223 | $7.2M | $348K |
| 5 | JOHN COCKERILL NORTH AMERICA, INC. JOHN COCKERILL NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN | SALEM OH | 104 | $18.5M | $276K |
| 6 | FEDITC LLC FEDITC LLC 401(K) PLAN | SAN ANTONIO TX | 1,470 | $14.5M | $220K |
| 7 | PREFERRED MEDICAL MARKETING CORPORATION PREFERRED MEDICAL MARKETING CORPORATION 401(K) PLAN | CHARLOTTE NC | 145 | $15.5M | $125K |
| 8 | WOODHAVEN LUMBER & MILLWORK, INC. WOODHAVEN LUMBER & MILLWORK, INC. 401(K) PROFIT SHARING PLAN | LAKEWOOD NJ | 312 | $21.1M | $104K |
| 9 | VANCREST MANAGEMENT CORP. VANCREST HEALTH CARE CENTER 401(K) PLAN | VAN WERT OH | 1,799 | $20.6M | $61K |
| 10 | NATIVO, INC. NATIVO, INC. 401(K) PLAN | EL SEGUNDO CA | 131 | $18.2M | $36K |
