Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Personal Choice Retirement Accounts (Other Funds) in their Schedule of Assets, totaling $42.7M 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 | LATHROP GPM LLP LATHROP GPM LLP 401(K) PLAN | KANSAS CITY MO | 193 | $104.6M | $42.7M |
