Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Charles Schwab Bank Schwab Bank Savings in their Schedule of Assets, totaling $5.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WEEKLEY HOMES LLC WEEKLEY HOMES 401(K) PLAN | HOUSTON TX | 1,679 | $413.2M | $4.0M |
| 2 | DIME BANK THE RETIREMENT PLAN OF DIME BANK | NORWICH CT | 65 | $48.3M | $937K |
| 3 | PASSION GROWERS LLC PASSION GROWERS LLC 401(K) RETIREMENT PLAN |
| 270 |
| $6.6M |
| $119K |
| 4 | PRESTIGE EQUIPMENT RENTALS, LLC PRESTIGE EQUIPMENT RENTALS 401(K) PLAN | ARTESIA NM | 130 | $4.4M | $69K |
