Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding CHARLES SCHWAB PCRA Other in their Schedule of Assets, totaling $10.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHAMBLISS, BAHNER, & STOPHEL, P.C CHAMBLISS, BAHNER, & STOPHEL, P. C. RETIREMENT | CHATTANOOGA TN | 146 | $49.3M | $6.6M |
| 2 | DUBOIS CHEMICALS, INC. DUBOIS CHEMICALS, INC. RETIREMENT SAVINGS PLAN | SHARONVILLE OH | 894 | $107.1M | $1.6M |
| 3 | H. BETTI INDUSTRIES INC. |
CARLSTADT NJ |
| 318 |
| $47.8M |
| $584K |
| 4 | MAI WEALTH MANAGEMENT, INC. MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN | INDEPENDENCE OH | 503 | $67.7M | $556K |
| 5 | STURM FINANCIAL GROUP INC. STURM FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | DENVER CO | 533 | $49.7M | $540K |
| 6 | VERTECH INDUSTRIAL SYSTEMS LLC VERTECH INDUSTRIAL SYSTEMS LLC 401K PROFIT | PHOENIX AZ | 155 | $10.6M | $237K |
