Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Charles Schwab Personal Choice Retirement Account - in their Schedule of Assets, totaling $151.6M 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 | SHEPPARD, MULLIN, RICHTER & HAMPTON LLP SHEPPARD, MULLIN, RICHTER & HAMPTON LLP RETIREMENT AND SAVINGS PLAN | LOS ANGELES CA | 1,816 | $911.6M | $80.0M |
| 2 | SIEBERT WILLIAMS SHANK & CO., LLC SIEBERT WILLIAMS SHANK & CO., LLC 401K SAVINGS PLAN | NEW YORK CITY NY | 146 | $57.5M | $36.2M |
| 3 | LNR PROPERTY LLC |
MIAMI BEACH FL |
| 308 |
| $116.6M |
| $9.3M |
| 4 | EDMUNDS.COM, INC. EDMUNDS.COM, INC. 401(K) PLAN | SANTA MONICA CA | 482 | $143.7M | $8.9M |
| 5 | SALEM CLINIC, P.C. SALEM CLINIC, P.C. 401(K) CASH OR DEFERRED SAVINGS PLAN | SALEM OR | 514 | $118.9M | $5.3M |
| 6 | TOHONO O'ODHAM GAMING ENTERPRISE TOHONO O'ODHAM GAMING ENTERPRISE RETIREMENT SAVINGS PLAN | SAHUARITA AZ | 2,875 | $136.5M | $3.0M |
| 7 | ALMATIS, INC. ALMATIS, INC. SAVINGS PLAN | BENTON AR | 226 | $48.2M | $2.6M |
| 8 | KITTELSON & ASSOCIATES, INC. KITTELSON & ASSOCIATES, INC. 401(K) RETIREMENT PLAN | ORLANDO FL | 362 | $72.3M | $2.2M |
| 9 | NATHAN LITTAUER HOSPITAL ASSOCIATION NATHAN LITTAUER HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY PLAN | GLOVERSVILLE NY | 1,182 | $78.9M | $833K |
| 10 | HARTZ MOUNTAIN CORPORATION THE HARTZ MOUNTAIN CORPORATION 401(K) PLAN | SECAUCUS NJ | 222 | $51.7M | $806K |
