Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Trust Bank Charles Schwab Bank PCRA in their Schedule of Assets, totaling $778K 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 | CONCURRENT HRO, LLC CONCURRENT HRO 401(K) PLAN | BROOMFIELD CO | 1,641 | $61.7M | $778K |
