Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 67 U.S. retirement plans report holding Charles Schwab Instl Personal Choice Retment Account in their Schedule of Assets, totaling $460.7M 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 | SHOOK, HARDY & BACON L.L.P. SHOOK, HARDY & BACON 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 1,204 | $650.8M | $52.5M |
| 2 | SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN | AIKEN SC | 9,871 | $2.8B | $47.7M |
| 3 | HOUSTON PILOTS |
DEER PARK TX |
| 142 |
| $136.8M |
| $46.4M |
| 4 | INDEPENDENT PROFESSIONAL SERVICES, INC. INDEPENDENT PROFESSIONAL SERVICES 401(K) & PROFIT SHARING PLAN | DOYLESTOWN PA | 76 | $63.6M | $38.3M |
| 5 | BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN | CORAL GABLES FL | 27,513 | $2.7B | $37.4M |
| 6 | BILLERUD AMERICAS CORPORATION BILLERUD AMERICAS CORPORATION RETIREMENT SAVINGS PLAN FOR NON UNION EMPLOYEES | MIAMISBURG OH | 847 | $360.2M | $25.7M |
| 7 | NORTHERN ARIZONA HEALTHCARE CORP. NORTHERN ARIZONA HEALTHCARE CORPORATION 401(K) PLAN | FLAGSTAFF AZ | 3,856 | $413.7M | $22.0M |
| 8 | BILLERUD AMERICAS CORPORATION BILLERUD AMERICAS CORPORATION RETIREMENT SAVINGS PLAN FOR BARGAINED EMPLOYEES | MIAMISBURG OH | 791 | $315.0M | $14.2M |
| 9 | COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA TAX SHELTERED ANNUITY PLAN | FRESNO CA | 10,887 | $673.3M | $12.4M |
| 10 | SOUTHCOAST HOSPITALS GROUP, INC. SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN | NEW BEDFORD MA | 8,109 | $1.1B | $10.8M |
