Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Charles Schwab Schwab Sdb Securities 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 | VOSS AUTOMOTIVE, INC. VOSS AUTOMOTIVE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | FORT WAYNE IN | 129 | $17.9M | $1.3M |
| 2 | USIM US INTERNATIONAL MEDIA 401(K) PLAN | LOS ANGELES CA | 102 | $14.1M | $360K |
