Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Bank Sweep in their Schedule of Assets, totaling $68K 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 | PITTSBURGH FIRE FIGHTERS LOCAL 1 RETIREE MEDICAL TRUST PITTSBURGH FIRE FIGHTERS LOCAL 1 RETIREE MEDICAL TRUST | PITTSBURGH PA | 696 | $18.2M | $68K |
