Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Charles Schwab Instl Personal choice retirement account in their Schedule of Assets, totaling $65.4M 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 | PREVEA CLINIC, INC. PREVEA CLINIC, INC. 401(K) AND RETIREMENT PLAN | GREEN BAY WI | 2,068 | $491.7M | $37.9M |
| 2 | LOYOLA MARYMOUNT UNIVERSITY LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 3,137 | $538.0M | $21.4M |
| 3 | DEFENDER ASSOCIATION OF PHILADELPHIA |
PHILADELPHIA PA |
| 718 |
| $142.5M |
| $2.6M |
| 4 | LIBERTY AUTO GROUP, LTD. LIBERTY AUTO GROUP, LTD. 401(K) PLAN | MAPLE HEIGHTS OH | 374 | $24.8M | $1.2M |
| 5 | ROGERS MEMORIAL HOSPITAL, INC ROGERS MEMORIAL HOSPITAL, INC. 401(K) PLAN | OCONOMOWOC WI | 2,738 | $145.6M | $1.2M |
| 6 | CAYUGA MEDICAL CENTER AT ITHACA CAYUGA HEALTH 403(B) PLAN | ITHACA NY | 1,948 | $121.5M | $772K |
| 7 | MIDCONTINENT COMMUNICATIONS DBA MIDCO MIDCO 401(K) PLAN | MINNEAPOLIS MN | 1,752 | $179.1M | $332K |
