Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Charles Schwab Institutional Personal Choice Retirement Account (Other Funds) in their Schedule of Assets, totaling $71.1M 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 | BARRY-WEHMILLER COMPANIES, INC. BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 5,631 | $1.0B | $45.5M |
| 2 | VALLEY CHILDREN'S HOSPITAL VALLEY CHILDREN'S HOSPITAL DEFINED CONTRIBUTION RETIREMENT PLAN | MADERA CA | 3,806 | $611.8M | $9.8M |
| 3 | SHRINERS HOSPITALS FOR CHILDREN |
TAMPA FL |
| 4,831 |
| $762.1M |
| $6.4M |
| 4 | HERSCHEND ENTERTAINMENT COMPANY LLC HERSCHEND FAMILY ENTERTAINMENT PROFIT SHARING & 401(K) PLAN | BRANSON MO | 5,734 | $159.3M | $5.7M |
| 5 | NORTH COUNTRY HEALTH SYSTEM, INC. NORTH COUNTRY HEALTH SYSTEM, INC. CONTRIBUTORY TAX SHELTERED RETIREMENT PLAN | NEWPORT VT | 626 | $74.0M | $1.4M |
| 6 | GLENS FALLS HOSPITAL THE GLENS FALLS HOSPITAL PARTNERSHIP PLAN | GLENS FALLS NY | 2,305 | $277.5M | $1.0M |
| 7 | RED HAWK CASINO RED HAWK CASINO 401(K) PLAN | PLACERVILLE CA | 1,020 | $44.1M | $882K |
| 8 | BARRY-WEHMILLER COMPANIES, INC. BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES | ST. LOUIS MO | 319 | $42.4M | $188K |
| 9 | THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH, AN AFF OF UAB HLTH SYSTM THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN | MONTGOMERY AL | 2,435 | $49.0M | $166K |
