Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Various Personal Choice Retirement Accounts in their Schedule of Assets, totaling $31.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DAVIS+GILBERT LLP DAVIS+GILBERT LLP PROFIT SHARING RETIREMENT PLAN | NEW YORK NY | 135 | $149.2M | $29.3M |
| 2 | SEATTLE PACIFIC UNIVERSITY SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SEATTLE WA | 438 | $107.1M | $1.8M |
| 3 | LAKE SUPERIOR CONSULTING, LLC |
DULUTH MN |
| 302 |
| $29.7M |
| $328K |
