Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Charles Schwab Trust Bank Holding account in their Schedule of Assets, totaling $800K 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 | NESTEGGS RETIREMENT PLAN SERVICES, INC. FARTHER PEP | JACKSONVILLE FL | 548 | $37.4M | $307K |
| 2 | NESTEGGS RETIREMENT PLAN SERVICES, INC. NESTEGGS MASTER POOLED 401(K) PLAN | JACKSONVILLE FL | 2,294 | $79.9M | $294K |
| 3 | HR DELIVERED LLC HRD RETIREMENT SAVINGS PLAN |
JACKSONVILLE FL |
| 1,491 |
| $37.9M |
| $90K |
| 4 | NESTEGGS RETIREMENT PLAN SERVICES, INC. SECURITY 101 HOLDINGS, LLC POOLED EMPLOYER PLAN | JACKSONVILLE FL | 407 | $19.6M | $35K |
| 5 | AMERICANTCS FIDUCIARY SERVICES, LLC CERITY PARTNERS POOLED EMPLOYER PLAN | PITTSBURGH PA | 524 | $3.7M | $34K |
| 6 | NESTEGGS RETIREMENT PLAN SERVICES, INC. NESTEGGS ACHIEVEMENT POOLED EMPLOYER 401K PLAN | JACKSONVILLE FL | 442 | $17.9M | $21K |
| 7 | NESTEGGS RETIREMENT PLAN SERVICES, INC. WAVERLY ADVISORS, LLC PEP | JACKSONVILLE FL | 235 | $3.3M | $14K |
| 8 | PRIORITY HR I LLC PRIORITY HR RETIREMENT SAVINGS PLAN | TAMPA FL | 246 | $3.3M | $5K |
