Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Charles Schwab Schwab Bank savings account in their Schedule of Assets, totaling $809K 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 | ROUND ROOM HOLDINGS, INC. ROUND ROOM HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | FISHERS IN | 1,421 | $51.3M | $471K |
| 2 | LIPPE TAYLOR, LLC LIPPE TAYLOR, LLC 401(K) PLAN | NEW YORK NY | 152 | $15.4M | $311K |
| 3 | SANDSTONE HEALTHCARE GROUP SANDSTONE HEALTHCARE GROUP 401(K) PLAN |
LINCOLNWOOD IL |
| 1,120 |
| $1.6M |
| $27K |
