Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Charles Schwab Schwab SDB in their Schedule of Assets, totaling $9.8M 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 | THINKOM SOLUTIONS, INC. THINKOM RETIREMENT SAVINGS PLAN | HAWTHORNE CA | 158 | $28.1M | $4.8M |
| 2 | HWG LLP HWG LLP 401(K) PLAN | WASHINGTON DC | 72 | $72.2M | $2.3M |
| 3 | 899210-01 NEXTEP, INC. NEXTEP 401(K) RETIREMENT SAVINGS PLAN | NORMAN |
| 16,913 |
| $566.4M |
| $1.7M |
| 4 | RUPP PFALZGRAF LLC RUPP PFALZGRAF LLC 401(K) PROFIT SHARING PLAN | BUFFALO NY | 129 | $25.9M | $637K |
| 5 | WESTERN INDUSTRIAL RESOURCES CORPORATION WESTERN INDUSTRIAL RESOURCES CORP RETIREMENT SAVINGS PLAN | APACHE JUNCTION AZ | 333 | $7.0M | $262K |
| 6 | ONELEGACY ONELEGACY 403(B) RETIREMENT PLAN | AZUSA CA | 467 | $48.2M | $177K |
