Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Charles Schwab Schwab Bank Savings in their Schedule of Assets, totaling $13.3M 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 | UNIVERSITY NEUROSURGICAL ASSOCIATES P.C. UNIVERSITY NEUROSURGICAL ASSOCIATES, P. C. 401(K) PLAN | SOUTHFIELD MI | 124 | $28.0M | $2.7M |
| 2 | GAMMA TECHNOLOGIES, LLC GAMMA TECHNOLOGIES, LLC RETIREMENT PLAN | WESTMONT IL | 145 | $47.2M | $1.8M |
| 3 | COLLIERS MORTGAGE HOLDINGS LLC |
MINNEAPOLIS MN |
| 330 |
| $90.2M |
| $1.5M |
| 4 | BANKERS FINANCIAL CORPORATION ASSOCIATES' SAVINGS PLAN | ST. PETERSBURG GA | 413 | $50.4M | $1.4M |
| 5 | ORTHONJ, LLC ORTHONJ 401(K) PLAN | SOMERSET NJ | 719 | $173.7M | $1.4M |
| 6 | INVO HEALTHCARE ASSOCIATES, LLC INVO HOLDINGS 401(K) PLAN | TAMPA FL | 1,016 | $23.1M | $1.4M |
| 7 | PLUNKETT COONEY, P.C. PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN | BLOOMFIELD HILLS MI | 157 | $87.2M | $832K |
| 8 | SAMARITAN MINISTRIES INTERNATIONAL SAMARITAN MINISTRIES PLANNING FOR FUTURE SUCCESS 401(K) | PEORIA IL | 383 | $11.9M | $512K |
| 9 | INOVA DIAGNOSTICS, INC. INOVA DIAGNOSTICS, INC. SALARY SAVINGS PLAN | SAN DIEGO CA | 320 | $33.2M | $402K |
| 10 | EMT RESIDENTIAL EMT RESIDENTIAL 401(K) INVESTMENT PLAN | LOS ANGELES CA | 190 | $4.6M | $362K |
