Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Charles Schwab Mutual funds in their Schedule of Assets, totaling $130K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MCCORMICK, BARSTOW, SHEPPARD, WAYTE & CARRUTH, LLP MCCORMICK BARSTOW 401(K) RETIREMENT PLAN | FRESNO CA | 142 | $114.4M | $100K |
| 2 | ALVINE & ASSOCIATES, INC. ALVINE AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | OMAHA NE | 147 | $30.1M | $31K |
