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 Common Stock/Exchange-Traded Fund in their Schedule of Assets, totaling $1.9M 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 | WATSCO, INC. WATSCO, INC. PROFIT SHARING RETIREMENT PLAN AND TRUST | MIAMI FL | 6,285 | $562.1M | $1.9M |
