Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5,599 U.S. retirement plans report holding a Schwab fund in their Schedule of Assets, totaling $61.0B 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 | 32,145 | $8.9B | $4.2B |
| 2 | HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 42,968 | $7.7B | $3.4B |
| 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 | 8,783 | $2.5B | $1.1B |
| 5 | FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS FISHER INVESTMENTS 401(K) PLAN | PLANO TX | 4,886 | $1.2B | $1.1B |
| 6 | COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 2,641 | $1.3B | $810.2M |
| 7 | NOVO NORDISK INC NOVO NORDISK INC. MONEY PURCHASE PLAN | PLAINSBORO NJ | 6,059 | $1.2B | $674.5M |
| 8 | LOCKE LORD LLP LOCKE LORD LLP RETIREMENT SAVINGS PLAN | DALLAS TX | 844 | $891.7M | $668.7M |
| 9 | MORRISON & FOERSTER LLP MORRISON & FOERSTER LLP RETIREMENT PLAN PART I | SAN FRANCISCO CA | 1,775 | $1.4B | $604.3M |
| 10 | CROWN CASTLE INC. CROWN CASTLE INC. 401(K) PLAN | HOUSTON TX | 3,947 | $1.1B | $567.0M |
