Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Charles Schwab Institutional Personal Choice Retirement Account in their Schedule of Assets, totaling $46.5M 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 | MICHAEL BEST AND FRIEDRICH, LLP MICHAEL BEST 401K PLAN | MILWAUKEE WI | 729 | $321.2M | $46.5M |
