U.S. retirement plans whose Form 5500 Schedule of Assets reports a Schwabfund, parsed from filing PDFs and ranked by position size. A prospecting list you won’t find under $200/mo anywhere else.
| # | 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 | VOYA SERVICES COMPANY & VOYA RETIREMENT INSURANCE & ANNUITY CO. MASTER TRUST FOR THE VOYA 401(K) PLANS | ATLANTA GA | — | $2.9B | $2.9B |
| 4 | MEDAMERICA, INC. DBA VITUITY MEDAMERICA 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF VITUITY | EMERYVILLE CA | 6,399 | $2.2B | $1.6B |
| 5 | NOVO NORDISK INC. NOVO NORDISK INC. 401(K) SAVINGS PLAN | PLAINSBORO NJ | 8,783 | $2.5B | $1.1B |
| 6 | FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS FISHER INVESTMENTS 401(K) PLAN | PLANO TX | 4,886 | $1.2B | $1.1B |
| 7 | SOUTHERN CALIFORNIA EDISON COMPANY EDISON 401(K) SAVINGS PLAN | ROSEMEAD CA | 13,749 | $6.4B | $1.0B |
| 8 | COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 2,641 | $1.3B | $936.6M |
| 9 | NOVO NORDISK INC NOVO NORDISK INC. MONEY PURCHASE PLAN | PLAINSBORO NJ | 6,059 | $1.2B | $877.4M |
| 10 | LOCKE LORD LLP LOCKE LORD LLP RETIREMENT SAVINGS PLAN | DALLAS TX | 844 | $891.7M | $732.5M |
