Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Charles Schwab Schwab SDB Roth in their Schedule of Assets, totaling $1.6M 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 | RUPP PFALZGRAF LLC RUPP PFALZGRAF LLC 401(K) PROFIT SHARING PLAN | BUFFALO NY | 129 | $25.9M | $816K |
| 2 | GREEN PLAINS INC. GREEN PLAINS INC. 401(K) PLAN | OMAHA NE | 911 | $88.4M | $335K |
| 3 | THINKOM SOLUTIONS, INC. THINKOM RETIREMENT SAVINGS PLAN |
HAWTHORNE CA |
| 158 |
| $28.1M |
| $252K |
| 4 | HWG LLP HWG LLP 401(K) PLAN | WASHINGTON DC | 72 | $72.2M | $126K |
| 5 | 899210-01 NEXTEP, INC. NEXTEP 401(K) RETIREMENT SAVINGS PLAN | NORMAN OK | 16,913 | $566.4M | $31K |
