Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding Science & Technology Fund Pooled separate account in their Schedule of Assets, totaling $18.3M 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 | ROCKBRIDGE CAPITAL, LLC ROCKBRIDGE CAPITAL LLC 401K PLAN | COLUMBUS OH | 114 | $35.9M | $1.5M |
| 2 | ARCHERPOINT TRANSACTION HOLDCO, INC. ARCHERPOINT EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | LOGANVILLE GA | 71 | $36.8M | $1.3M |
| 3 | ALBERT LEE, INC. ALBERT LEE, INC. 401(K) PLAN |
SEATTLE WA |
| 173 |
| $26.0M |
| $1.2M |
| 4 | BIRMINGHAM HIDE & TALLOW CO., INC. BIRMINGHAM HIDE & TALLOW CO., INC. PROFIT SHARING PLAN & TRUST | BIRMINGHAM AL | 102 | $16.5M | $1.2M |
| 5 | CITYNET, L.L.C. CITYNET 401K PLAN | BRIDGEPORT WV | 247 | $15.0M | $1.1M |
| 6 | CHAPMAN AUTOMOTIVE GROUP, L.L.C. CHAPMAN AUTOMOTIVE GROUP 401(K) PLAN AND TRUST | CHANDLER AZ | 1,863 | $94.3M | $967K |
| 7 | BREWSTER HEIGHTS PACKING & ORCHARDS, LP CHELAN FRESH MARKETING/BHPO LP 401(K) PLAN | BREWSTER WA | 3,375 | $29.9M | $948K |
| 8 | G S LONG CO INC G S LONG CO INC 401K PROFIT SHARING PLAN | UNION GAP WA | 176 | $33.7M | $937K |
| 9 | METHODIST HEALTH, INC. METHODIST HOSPITAL, INC. 403(B) PLAN | HENDERSON KY | 0 | $22.7M | $849K |
| 10 | HALREC, INC. DBA STEVENS CREEK TOYOTA AMC 401(K) PLAN | SAN JOSE CA | 822 | $36.3M | $776K |
