Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5,536 U.S. retirement plans report holding a Schwab fund in their Schedule of Assets, totaling $62.7B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Schwab position |
|---|---|---|---|---|---|
| 1 | THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE TX | 33,249 | $10.7B | $5.2B |
| 2 | HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 42,131 | $8.7B | $4.0B |
| 3 | MEDAMERICA, INC. DBA VITUITY MEDAMERICA 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF VITUITY |
EMERYVILLE CA |
| 6,399 |
| $2.2B |
| $1.6B |
| 4 | NOVO NORDISK INC. NOVO NORDISK INC. 401(K) SAVINGS PLAN | PLAINSBORO NJ | 9,852 | $2.9B | $1.5B |
| 5 | FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS FISHER INVESTMENTS 401(K) PLAN | PLANO TX | 5,042 | $1.6B | $875.1M |
| 6 | NOVO NORDISK INC NOVO NORDISK INC. MONEY PURCHASE PLAN | PLAINSBORO NJ | 5,394 | $1.4B | $836.1M |
| 7 | COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 2,641 | $1.3B | $810.2M |
| 8 | CROWN CASTLE INC. CROWN CASTLE INC. 401(K) PLAN | HOUSTON TX | 3,998 | $1.3B | $653.1M |
| 9 | MORRISON & FOERSTER LLP MORRISON & FOERSTER LLP RETIREMENT PLAN PART I | SAN FRANCISCO CA | 1,775 | $1.4B | $604.3M |
| 10 | ALLIANZ ASSET MANAGEMENT OF AMERICA LLC ALLIANZ ASSET MANAGEMENT OF AMERICA 401(K) SAVINGS AND RETIREMENT PLAN | NEWPORT BEACH CA | 2,210 | $2.4B | $595.0M |
