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. Schwab Bank Savings in their Schedule of Assets, totaling $25K 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 | NOVO CONSTRUCTION, INC. NOVO CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | MENLO PARK CA | 209 | $28.1M | $25K |
