Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Institutional Personal Choice Retirement in their Schedule of Assets, totaling $6.3M 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 | CIMPLIFY UROLOGY HEALTHCARE GROUP, INC. 401(K)/PROFIT SHARING PLAN | FRANKLIN TN | 381 | $91.3M | $6.3M |
