Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Charles Schwab PCRA in their Schedule of Assets, totaling $37.7M 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 | MECKLENBURG RADIOLOGY ASSOCIATES, P.A. MECKLENBURG RADIOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN | CHARLOTTE NC | 128 | $93.3M | $28.2M |
| 2 | BUSH ROSS, P.A. BUSH ROSS, P.A. 401(K) PROFIT SHARING PLAN | TAMPA FL | 111 | $37.4M | $8.5M |
| 3 | TOP FLITE FINANCIAL INC. |
WILLIAMSTON MI |
| 238 |
| $13.4M |
| $473K |
| 4 | BH SECURITY, LLC BH SECURITY, LLC 401(K) SAVINGS PLAN | FARMERS BRANCH TX | 1,273 | $57.5M | $407K |
| 5 | AMERICANTCS FIDUCIARY SERVICES, LLC MARINER SELECT RETIREMENT PLAN | PITTSBURGH PA | 955 | $7.9M | $46K |
| 6 | VRF EYE SPECIALTY GROUP, PLC VRF EYE SPECIALTY GROUP 401(K) PLAN | MEMPHIS TN | 111 | $7.0M | $30K |
| 7 | MARYMOUNT UNIVERSITY MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ARLINGTON VA | 1,177 | $133.9M | $12K |
